Click here for a downloadable version. Pity the lone marketing manager—a department of one or two trying hard to spread the fund philosophy gospel to any and all who will listen. We hear it all the time—the lamentations of a new content campaign. The pushback from the CEO who doesn’t see direct ROI, the Portfolio Manager who can’t be bothered, …
For a downloadable version click here. It’s that time of the year when portfolio managers, marketing, and compliance all perform the wonderful ritual of brainstorming clever unique ideas before running out of time and rapidly throwing together yet another quarterly letter. Years of working both in-house and as a consultant have sharpened my eyes to the whole shareholder letter content …
