Tailored strategies for long term growth
We work closely and intensively with you to draw up a plan of action to address your specific goals and needs, from addressing stubborn discounts to making your USPs clear.
How we move from challenge to result
We understand the pressures facing investment trusts. Our strategy-led approach delivers results by helping you allocate resources where they will make the greatest impact. With deep sector expertise across both strategy and execution, we craft clear, compelling narratives that move your trust forward with confidence.
Strategic Diagnostic
Our in-depth audit evaluates your current communications, positioning, and demand signals, providing a precise roadmap for improvement.
Bespoke Narrative
We build your clear, compliant narrative that sets your trust apart in a busy market. Our strategy-first approach ensures we ascertain your next moves before recommending any action, so you invest only in what genuinely drives progress toward your goals.
Delivery & Ongoing Support
We translate strategy into practical delivery through meticulous planning, collateral creation, and cross-channel execution. With continuous support in communications, metrics, and market response, we ensure your trust maintains momentum and relevance.
Engaging the Investors Who Drive Demand
Our strategy enables your brand to differentiate itself, reach your target audience, and cultivate a committed investor base that remains engaged and supports sustained demand.
Numbers that tell the story
Our track record speaks plainly. We've guided investment trusts through market shifts, built marketing strategies that endure, and delivered results that matter. The metrics below reflect years of disciplined work and unwavering commitment to our clients' success.
Investment Trust mandates
Assets under management supported
years of collective experience in marketing investments
Why Warhorse Partners?
Investment trusts choose Warhorse Partners for board-level clarity, compliant communication, and insight-driven strategies that strengthen demand and valuation.
We enhance in-house teams with sector expertise, regulatory knowledge, and evidence-based guidance. Turning complexity into clarity, risk into assurance, and allocating your resources effectively for long-term growth.
Strategic Positioning That Works
We build narrative through storytelling, and differentiation rooted in our proprietary insight and real market behaviour, helping trusts communicate with clarity and credibility. We then facilitate delivery through our carefully vetted network of specialist suppliers.
Deep, Specialist Expertise
Our award winning team has decades of in-house experience in closed-ended funds, we understand the regulatory, distribution, and market dynamics unique to investment trusts.
Supporting In-House Teams
We support your internal marketing teams through specialist expertise, strategic direction, and additional resources to expand delivery capacity.
Ongoing Support
We provide you with regular performance insights, investor and intermediary communications, media placement, and targeted content to keep you ahead in a competitive market.
Trusted by leading asset managers
Our Market Research Findings
We deliver strategic insights derived from our proprietary data to transform
financial potential into measurable outcomes.
Ready to elevate your investment strategy?
Discover how our tailored marketing solutions can help realise your trust's full potential.