88: How to Stand Out (and Win Over Investors) in a Crowded Sea of Fund Managers | Story Snacks Series

Billion Dollar Backstory

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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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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

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