LONG/SHORT EQUITY FUND

The Portfolio Manager of a long/short equity hedge fund acknowledged the need for a marketing consultation. He was a trader with a great track record, but did not have a clear and concise message that was sophisticated enough to gather assets.

Karman Advisers along with the Portfolio Manager created a pitchbook which told his story in a compelling manner. Being a one-man operation, Karman continually put together the fund’s monthly commentary which was necessary for the Portfolio Manager to send out to his investors and prospects.

As a result of the messaging and branding, a large prop desk invested with him.

MERCHANT BANK

Two veteran distressed investors who have been in the business for over 35 years had never put together marketing materials of any kind. They did recognize the necessity of marketing and social media therefore they sought Karman’s advice.

Within six weeks, we designed a company logo, put together two pitchbooks which highlighted their distressed investing and advisory service features, and launched a website, all in accordance with the distinguished identity of their firm.

As a result of messaging and branding, they can now strive to outperform their competition.

MARKET NEUTRAL QUANT FUND

The Portfolio Manager of a quant fund had a pitchbook, but it was not up to industry standards. Karman was able to improve the book and help the Portfolio Manager to better communicate his story.

Karman Advisers expanded on the investment process, portfolio construction, and risk management procedures. Karman used graphics where applicable and branded the firm distinctively.

Subsequently, the Portfolio Manager has been receiving a more positive response from his investors and prospects.

AUTOMATED TRADE EXECUTION PLATFORM

The principals of a broker dealer that developed an automated trading facility were in urgent need of marketing advice.

They had a great platform but no idea how to market their product.

Karman put together a marketing brochure including a company logo, a web-landing page, several press releases, and obtained media coverage. Karman was able to create awareness and credibility and the firm is now in a better position to successfully launch their product.