The boutique purveyors of the mutual fund world have different branding and distribution challenges than their larger asset management counterparts.
The managers of four boutique fund shops:Kent Croft, president and co-portfolio manager atCroft Leominster,Mark Travis, president and portfolio manager atIntrepid,Brian Frank, president ofFrank Capital and manager of theFrank Value Fund, andPhilip Tasho, chief executive officer and chief investment officer atTAMRO, recently sat down withMoney Management Executiveto talk about how they differentiate themselves from larger shops and what's worked for them in gaining wider distribution for their funds.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access