Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Building Out an Empire State Fund Shop's Brand Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, July 07, 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." 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2020: Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2020
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use