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Rating:Fund Distribution Enters the Era of Linkedin Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, January 10, 2013

Fund Distribution Enters the Era of Linkedin

Reported by Tommy Fernandez

Quantitative shop Pension Partners launched its first fund, the Atac Inflation Rotation Fund in September, and is looking to generate inflows.

Now before you close your eyes and start snoring, this firm-launches-its-first-mutual-fund-and-seeks-more-money story is different from most others, partly because Pension Partners approaches the issue of distribution from a completely different angle.

They are using non-traditional social media strategies on Linkedin and Google and they are succeeding, generating over $1 million of inflows per day for the fund over the past week. The fund now has over $15 million AUM.

“LinkedIn has been a primary source of communication for us,” spokesperson Carrie Lee told MF. “We reach out to appropriate financial advisors through the site to gauge interest and build our client base. It has been working well for us.”

Ed Dempsey, co-portfolio manager and Pension Partner’s chief investment officer described the strategy in this way to MFWire.
“We are getting the word out through non-traditional means like Google and LinkedIn, and hired additional staff to spread the word to the financial advisor community. We also produce in house videos for our Pension Partners You Tube channel which explain how our strategy fits into the current market environment. Finally, Co-Portfolio manager Michael Gayed frequently appears on CNBC and Bloomberg television, in addition to writing a weekly newsletter and contributing to MarketWatch, Minyanville and Seeking Alpha.”

The fund is also available on Fidelity, Folio and Pershing, and was recently added to Schwab and Scottrade. “We continue to expand platforms,” said Lee.

The fund itself, which has the ticker of ATACX, was launched in mid-September 2012 and uses the same “inflation rotation” strategy that the firm has used to manage its separate accounts since 2002.

Dempsey described the fund in this way.
“Michael and I have been working together since 2002. The concept of “Inflation Rotation” was borne from our realization that the world had changed in 2000 and the long term is filled with too much anxiety and uncertainty. Rather than “Buy and Hold” or “Buy Hope and Pray” – ATACX looks at the world in series of shorter and surer short terms and answers the hardest questions: When is it a good time to be invested in equities? And what area should you be in?”

The fund has recently been ranked in the top 1 percent of all funds in the World Allocation category by Morningstar.  

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