Fund of Hedge Funds Firm

(Investment Consulting)

Challenge

A leading niche hedge fund sought additional distribution channels once it achieved critical mass of several hundred million dollars under management from clients in United States. The challenge was to present the product to institutional distributors in different countries in a standardized manner through a long due diligence and sales cycle.

Solution

Select targets were identified and contacted in specific markets using a comprehensively prepared product and due diligence presentation. Each target was visited several times to understand the asset allocation strategy, manager profiles as well as the marketing & sales strategy for the distributor. A value proposition was subsequently presented and reinforced through additional meetings through introduction of the hedge fund principals.