Mar 12 2025 10 mins 1
As a boutique, blending in isn’t just a mistake; it’s a death sentence.
You don’t need to be BlackRock. You need to own what makes your fund different.
But let’s be real: finding your edge—and actually leading with it—can feel like showing up to a black-tie event in your pajamas. Awkward. Exposed. Uncomfortable.
That’s why in this Episode, Stacy breaks down:
- Why trying to prove you’re “better” is a losing game for boutiques
- The 3D Model for uncovering what actually makes your fund stand out
- How to flip your mindset and start viewing your “weaknesses” as strengths investors value (and spotlighting those strengths in meetings)
- The #1 edge boutiques have over the bigs in allocators’ eyes (and how to lean into it)
This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week!
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