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Rating:Building Out an Empire State Fund Shop's Brand Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, July 7, 2015

Building Out an Empire State Fund Shop's Brand

Reported by Neil Anderson, Managing Editor

"We are in the process of building out our brand."

Jody Harris-Stern
Westchester Capital Management
Director of Strategic Accounts and Investor Relations
Jody Harris-Stern, director of strategic accounts and investor relations at Westchester Capital Management [profile], recently talked with MFWire about the Valhalla, New York-based mutual fund shop's branding push. Westchester is best known for its flagship Merger Fund, which debuted in January 1989 and now has $5.3 billion in AUM, as of May 31.

"We're a very conservative event-driven manager ... We're one of the oldest in the space," Harris-Stern tells MFWire. "The Merger Fund has a brand itself."

The Westchester team is "trying to get our expertise showcased more," Harris-Stern says. They're doing media interviews and putting out educational pieces for advisors. Westchester is also working with a public relations shop, Buttonwood.

"We're now starting to get more involved with conferences," Harris-Stern adds.

Yet Westchester's "bread and butter is still the asset management side," Harris-Stern says. "We're an asset management shop, not a distribution shop." 

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