+ Leveraged
Meeting with two research specialists is better than one, meeting with a handful of research specialists or speaking at conferences is imperative. Also, any insightful piece of research needs to be shared widely. |
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+ Thorough
Every personal and professional relationship is cultivated and serviced. |
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+ Meeting Intensive
Until a working commercial relationship exists, prospective clients and referral sources provide critical insights about their investment plans and decision-making process only in face-to-face meetings. |
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+ Efficient
A database of all prospective relationships is kept up-to-date with action items, meeting notes, deadlines and pipeline information. |
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+ Ambitious
We seek to work closely with only a handful of highly skilled and visionary portfolio managers. |
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