How to Increase Buying Probability  

Address Concerns Directly: The client’s cautious tone, especially regarding performance and risk, suggests they need reassurance. Highlight how the fund’s strategy is designed to perform well over the long term, even if it faces short-term volatility.

Emphasize Manager Expertise: Given the client’s interest in the fund’s management team, emphasize the strengths and track records of Evan Bouman and Aram Green. Explain how their experience is being leveraged to navigate current market conditions and capitalize on emerging opportunities.

Clarify Expense Ratio: Address the client's concerns about costs by providing a clear and detailed breakdown of the expense ratio and comparing it to similar funds in the market. This will help alleviate any skepticism.

Discuss ESG Integration: If ESG considerations are important to the client, discuss how the fund may incorporate these factors, even if not explicitly mentioned in the fact sheet. This could help align the fund with the client’s values.

Future Outlook: Reinforce the optimistic outlook by discussing specific trends in the technology and healthcare sectors that the fund is poised to benefit from. Tailor this discussion to the client’s apparent interest in innovation and disruptive technologies.