Challenge

  • OYSTER Funds launches an innovative fund focused on European companies including family-owned listed businesses

Strategy

  • As a new type of investment sub-category within European equities, we clarified the terminology to media
  • Provided comparisons of size and evolution of family owned businesses and historical outperformance data
  • Ongoing communication of investment outperformance to target audiences including commenting on issues related to family-owned businesses

Result

  • Obtained premium profiling in leading media
  • Achieved clear differentiation of fund from competitors
  • Assets under management more than doubled in two years to over €500m