Portfolio Management

As a new fund manager, you must take on important responsibilities, which include cultivating your portfolio. Too often, fund managers only focus on new deals as “the shiny new penny” or on investors as capital is running low. However, neglecting the seeds you have already planted — your current investments — is one of the largest errors fund managers frequently make. Your job as a fund manager spans across three main tasks: (1) Investor Relations, (2) Deal Sourcing, and (3) Portfolio Management. In this chapter…