Case Study: Homestead Funds boosts Rural America mutual fund launch with Montieth & Company

Homestead Funds launches a $2.7 billion Rural America mutual fund with Montieth & Company

Homestead Funds, a Virginia-based mutual fund manager, needed to launch a new thematic mutual fund focused on rural America and establish itself as an expert voice on the subject. They engaged the vendor, Montieth & Company, for marketing communications services including communications strategy and media relations to support the fund launch.

Montieth & Company developed a comprehensive communications strategy with clear messaging and secured introductory interviews with key financial reporters. This strategy resulted in multiple media placements prior to the launch. Leveraging a relationship with a MarketWatch reporter, Montieth & Company secured a feature article that was published in coordination with the fund's official announcement, successfully positioning Homestead Funds as an authority on investing in rural America.

Homestead Funds