Small-cap value managers often face capacity constraints when scaling their products institutionally. Three Horizons offers a solution by combining innovative distribution strategies with portfolio customization technology.
Case in Point
We assisted a $10-15 billion retail asset manager in extending its product reach. By introducing a low-tracking-error version of their main product, we created an institutional-grade offering that appealed to sophisticated firms while maintaining competitiveness on fees.
Our Strategy
- ✓Develop tailored marketing and sales materials.
- ✓Leverage portfolio construction technology for client customization.
- ✓Build scalable platforms to accommodate institutional demands.
Through these targeted strategies, we help clients expand their market reach while maintaining operational efficiency and cost control.