Case Studies

Mutual Series Funds – Michael Price
For 18 years we had the privilege of representing legendary investor Michael Price and his mentor Max Heine starting with two funds and $206 million in total net assets in 1981 to 2005, when there were six funds and one closed-end, with total net assets in excess of $30 billion.  The fund group was known for its shareholder activism and bankruptcy investing which were key story hooks.

Thornburg Equity Funds
Retained in 1995 when their first equity fund was just two months old. Thornburg, up to that point, was known as a fixed income fund family. The firm has gone from some $150 million in total net assets for all Thornburg funds to $50 billion, much of it due to the effective public relations effort. In intervening years, we introduced several equity funds and fixed income products through proactive media relations.

BBH Core Select Fund
We were retained in March 2009 to publicize BBH Core Select Fund, emanating from the venerable Brown Brothers Harriman, with $165 million in assets. Through selective PR positioning, BBH Core Select appeared in priority publications and online media. In October of 2012, with $3.5 billion in assets, BBH Core Select closed the fund to new investors. Subsequently, Mount & Nadler successfully helped launch their newest fund, BBH Global Core Select in March of 2013.