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Tuesday, December 13, 2011

A Marketing Shop Nears Another Deal

Reported by Hung Tran

Fresh off its marketing deal with Huber Capital Management, Providence, Rhode Island-based Havener Capital Partners, a third-party marketing shop, is looking to close another deal in the mutual fund space.

Founder Stacy Havener told the MFWire that the firm is closing in on another marketing deal with an alternative mutual fund bringing its current list of clients to three (the firm also markets for Evermore Global Advisors, LLC).

"Managers have to be open to what RIAs need in terms of new fees and share classes," said Havener.

In the case of Huber, Havener said the firm launched an institutional share class for both its large cap and small cap value funds and expanded its platform to include Fidelity and Charles Schwab.

Going forward, Havener said she isn't necessarily looking to grow her client base ten-fold. "We're looking for quality over quantity and reputation is everything to us," she said.

But the firm is looking to bring on board a director of manager research sometime next year.

"I think most marketers want to hire more marketers to get the story out to more prospects and increase sales for clients. However, the genesis of raising assets for clients starts with having the right clients," said Havener.  

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