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Thursday, August 13, 2020

Inc. Recognizes Fundsters and Allies

News summary by MFWire's editors

Some fundsters and fundster allies are among the honorees this year on a list of fast-growing companies.

Stacy Elaine Havener (Gudim)
Havener Capital Partners, LLC
Founder, CEO
Yesterday, the Inc. magazine team revealed their 2020 Inc. 5000 list, which ranks companies based on revenue growth from 2016 to 2019. Only U.S.-based, privately held, for-profit companies are eligible.

Newport, Rhode Island-based Havener Capital Partners, a third-party marketing (TPM) firm that helps asset managers with distribution, ranks 3,428th on the new list. The 10-year-old shop reported three-year revenue growth of 109 percent and is a newcomer to the Inc. 5000.

Charlotte, North Carolina-based Horizon Investments, an ETF strategist and mutual fund shop, ranks 4,147th on the new list, up from 4,668th in 2015. The 25-year-old shop reported three-year revenue growth of 83 percent, and was also on the list in 2014 (ranked 4,536th), 2013 (1,742nd), and 2012 (1,187th).

Cleveland-based Cohen & Company, an accounting firm that works with mutual funds, ranks 4,329th on the new list, down from 3,106th in 2019. The 43-year-old shop reported three-year revenue growth of 77 percent, and was also on the list in 2018 (3,960th), 2017 (4,421st), 2012 (4,504th), 2011 (4,580th), 2010 (3,916th), and 2007 (4,712th). 

Edited by: Neil Anderson, Managing Editor


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