Enhanced Value Discovery via Signals and Catalysts

Managing the Manager’s Message  

Based on his many years of experience, the client had an abundance of principles and practices he wished to express and share with prospects. We worked with him to cull and prioritize his thoughts and present each of them in the pitch book in a clear, compelling way, sequenced in an effective order.

Differentiating the Fund

We were able to distinguish the fund by highlighting all the key components of its investment strategy. We also demonstrated how the fund combined the benefits of a small fund with some of the advantages of a major investment organization, like the one in which the manager had longed served.

Maintaining an Institutional Look and Feel

Given our client’s target market, we made sure to keep the visual elements of the books simple and institutional in feel.