Festive Fun and Traditions

In this special Christmas episode of the Value Perspective we welcome back Stacy Havener to dive into the business of branding, PR and content creation in asset management. Stacy, a frequent Value Perspective guest is the founder of Havener Capital, a firm dedicated to helping boutique asset managers to launch, build and grow funds. In this episode we cover: the biggest challenge in getting investors to embrace the branding journey; the asset management industry’s obsession with performance; the framework of the four A’s; whether branding in asset management is becoming a crowded space; and finally, building a social media platform to promote a brand. Enjoy the festive season, and thank you so much for listening in 2024!

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