Media Tour Positions Portfolio Manager as AI Thought Leader

A U.S. quality growth investment manager sought to emphasize the value of its strategy in a rapidly shifting market. This coincided with federal job cuts conducted by DOGE, the early stages of an equities selloff driven by tariff policy uncertainty, as well as closely watched earnings from several of the Magnificent Seven stocks, creating strong demand for informed, tech-focused market commentary.

We developed a compelling and timely narrative that would resonate with the U.S. financial media. This required a deep dive into the manager’s core investment areas, with a particular focus on AI and cloud computing. Our strategy was to highlight the portfolio manager’s unique insights on the investment implications of AI’s accelerating adoption. This meant focusing on his ability to identify specific opportunities and navigate the associated risks. It also meant looking at the long-term growth potential of cloud computing, underscoring his expertise in evaluating companies poised to benefit from this transformation. We then included his take on ETF strategies in a volatile market, showcasing his insights on using ETFs to manage risk and capitalize on market fluctuations. 

M&Co set up a series of introductions and secured on-the-record opportunities with top-tier publications, which took place ahead of the media tour, including CNBC, Bloomberg, The Wall Street Journal, and Reuters. This ensured the portfolio manager was well-prepared and our core messages were established early on. 

For the media tour, we leveraged our expertise in corporate and financial communications to secure a series of targeted media engagements across multiple channels. This included a video feature filmed at the New York Stock Exchange. M&Co also obtained an in-studio stock-picking segment with Yahoo! Finance, along with sit-downs at Bloomberg, Institutional Investor, and Barron’s, where the portfolio manager discussed his stock market outlook, ETF strategy, and the firm’s broader investment approach with key financial journalists.  

We provided detailed briefings on each reporter’s interests and conducted comprehensive media training, including broadcast training, to ensure the portfolio manager was fully prepared for each engagement. 

The portfolio manager entered the tour with a strong narrative and clearly defined messaging. His insights on AI, ETFs, and cloud computing drew interest from top-tier financial outlets, resulting in high-quality media coverage and follow-up interest. The tour not only boosted his profile but also underscored the firm’s credibility as a quality growth investor with a clear-eyed view on how long-term trends like AI adoption and market volatility are reshaping the investment landscape. By successfully showcasing the manager’s expertise in real time, the tour achieved its goal of positioning him as a trusted voice on quality investing in tech and markets and strengthened the firm’s standing with both media and its target investor audience.