Institutional & Fund Targeting

Effective targeting of new institutional investors is absolutely vital to the success of any IR strategy.

There is nothing more damaging to the IR department’s credibility than wasting senior management’s time by putting them in front of the wrong type of investor.  If you put management in front of growth-orientated investors when your stock is considered a value play by the investment community, you risk ruining relationships and loosing the trust of both potential investors and your own team.

Equally damaging is taking management to the wrong cities when more promising and interested investors await elsewhere.

Through our thoroughly researched custom analysis, we provide a list of potential shareholders that help prevent the above from happening to you.

We base our Investor Targeting reports on your particular objectives and circumstances.

For example:

• If your stock is overly volatile we would aim to identify investors who will provide stability.
• If your stock is illiquid we would aim to focus on targeting more aggressive investors.
• If your stock is over valued we would aim to target the low risk/ low reward investors who would maintain the valuation, without increasing volatility.
• If your stock is undervalued we would aim to target more aggressive growth investors whose intention is to push the valuation higher.
• Everything we do is unique to your company, your current circumstances, and your needs.