Expanding Horizons: Institutional Growth through Product Extensions

Small-cap value managers often face capacity constraints when scaling their products institutionally. Three Horizons Capital 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.