Presentation - Quality Growth Discipline; 5 min. 22 Sec.
Commentary - David Mertens, Director, Sales & Marketing
- Project Mandate: Create a 5-minute overview presentation incorporating comments from each of the firm’s 3 principals suitable for retail distribution, but with enough substance to be usable for institutional and HNW marketing initiatives.
- Client Commentary: At the above link is a 2-minute audio commentary by Dave Mertens, Jensen’s director of business development, with comments on how they plan to use the presentation for retail fund shareholders as well as approaches to institutional and HNW prospects.
