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Rating:Havener Helps a New Fund Firm Target RIAs Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, April 12, 2012

Havener Helps a New Fund Firm Target RIAs

by: Erin Kello

Whitebox Advisors [profile] is partnering with an outside marketing firm with the aim of increasing RIA distribution. The Minneapolis-based firm tapped Havener Capital Partners for its strong relationships with RIAs.

"Havener has the expertise and the relationships to help us connect with advisors who believe in our investment philosophy that markets are often irrational in ways that can create significant opportunities," stated Bruce Nordin, president of Whitebox mutual funds.

Whitebox got into the '40 Act fund business with its first mutual fund offering in December of 2011 [see MFWire.com, 1/4/2012)

Company Press Release

MINNEAPOLIS, MN, April 11, 2012 - Whitebox Advisors, the $2.3 billion (March 2012) asset management firm founded and led by convention-defying money manager Andrew Redleaf, announces a partnership with third party marketing firm Havener Capital Partners LLC.  Havener will spearhead the sales and marketing effort of Whitebox Mutual Funds in the Registered Investment Advisor channel. 

  Whitebox Mutual Funds' flagship fund, Whitebox Tactical Opportunities, is designed to capture dislocations and mis-pricings across a broad range of securities markets. The fund invests in a variety of securities including equities, debt, convertible securities, and derivatives, often employing classic "hedge fund" strategies. 

  "We have been patiently waiting for best-of-breed hedge fund firms to launch mutual fund products," said Stacy Havener, President of Havener Capital Partners, "We are very proud to have Whitebox as our client in alternatives.  RIAs have told us that they are looking for liquid alternatives and that they are looking for 'something different.'  Whitebox Advisors was built on the foundation of thinking and investing differently and we believe they are a great match for the independent spirit of the RIA channel."

  Whitebox founder Redleaf, along with Bruce Nordin, President of Whitebox Mutual Funds, appreciate the need to partner with sophisticated investment advisors. Whitebox retained Havener Capital because of the firm's strong relationships with RIAs nationwide.

  "We created Whitebox Mutual Funds in order to partner with a broader base of investors who have, until now, not had access to our team, strategies, and unique investment approach," said Nordin. "Havener has the expertise and the relationships to help us connect with advisors who believe in our investment philosophy that markets are often irrational in ways that can create significant opportunities."       

About Whitebox

Founded in 2000, Whitebox Advisors, LLC is an experienced team of industry veterans who specialize in identifying market inefficiencies across markets and capital structures for hedge fund investors.  Whitebox Mutual Funds were launched in December 2011. For further information regarding the mutual fund products, please visit www.whiteboxmutualfunds.com .

  About Havener Capital Partners

Havener Capital Partners LLC provides sales and marketing services to a select group of high quality investment management firms seeking to maximize their distribution efforts in the RIA channel. Havener Capital Partners is based in Providence, RI. More information is available at: www.havenercapital.com .   

Investors should carefully consider the investment objectives, risks, charges and expenses of Whitebox Mutual Funds before investing. To obtain a prospectus containing this and other important information, please call 855-296-2866 or visit www.whiteboxmutualfunds.com. Read the prospectus carefully before you invest.  

There are risks involved with investing including the possible loss of principal. Past performance does not guarantee future results.  

The Funds are new and have limited operating history.  

Whitebox Mutual Funds are distributed by ALPS Distributors, Inc. Member FINRA.  ALPS Distributors, Inc. is not affiliated with Whitebox Advisors, LLC or Havener Capital Partners.  

Havener Capital Partners LLC is an institutional division of Compass Securities Corporation. Securities offered through Compass Securities Corporation. Member FINRA SIPC. 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 01284; T:781-535-6083

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