About our independent research and investor engagement services.
We help companies connect with interested investors, by producing quality investment research, distributing it broadly, and organising investor meetings. We excel at understanding companies, to enable them to build long-term relationships with the investment community.
Our analyst team has an average of 25+ years of experience with specialist expertise in multiple sectors.
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We raise the profile of our corporate clients by producing quality, independent research that is disseminated globally, helping companies to build long-term relationships with investors. Our average analyst has 25+ years of experience, and all of our notes provide appropriate valuation data.View all research
We view investment companies as companies to invest in, not “funds”.
We believe that to properly understand debt investment companies, they need to be analysed as lenders first, and investment companies second. To understand their specific credit, business model, accounting and growth characteristics requires detailed expertise in lending. Our investment companies and financials analyst Mark Thomas has over 30 years of experience researching debt vehicles and lending businesses to tease out the investment-critical characteristics, his recent sector report can be found here.
Our services for investment companies are bespoke to every client’s needs, however typically our service includes a 30-40 page initiation report, 3 major reports per year and additional coverage in our monthly book. This is complemented by whole-market, unrestricted distribution and investor relations advice.
Our role is to get your company noticed by the right investors, both institutional and retail.
We maximise the likelihood of this happening by distributing our research immediately on publication, to a targeted group of interested investors, globally. Unlike broker research, it reaches both institutional and retail investors (including wealth managers).
Our research can be read on our website, through channels like Bloomberg, and on companies’ own websites. Beyond written research reports, we produce audio analyst interviews, and film our Investor Forums. We also have a dedicated social media strategy, with a market-leading Twitter following and a significant LinkedIn network. We use both channels extensively to increase awareness of clients’ shares.
We connect companies together with investors who are interested in their stock through one-to-one meetings and roadshows. Experience tells us that investors who meet the management of a company are more likely to invest, and stay invested for longer.
That is why we prepare and pre-arm investors with a sound understanding of the business prior to meeting with company managements. Likewise, managements are aware of the institutions they meet, their investment style, and specific objectives and interests, making for more productive meetings. Investors include specialist small-cap institutional teams and wealth managers. Roadshows are planned in meticulous detail to maximise efficiency.Find out more
We organise investor forums in London and other key UK regional financial centres to enable each company to present its investment case to private client brokers and high net-worth individual investors. Uniquely, we produce research on each presenting company in advance of the event so that attendees are furnished with an analysis of the critical investment issues. This facilitates a constructive dialogue and effective Q&A. We record these events and embed the video in our and our clients’ websites.View our latest events