Investor Targeting

/ Investor Targeting

Investor Targeting Reports

Reports

Receive a monthly 35-page PDF report that provides detailed information on fund ownership in your company.

The report identifies the largest investors in your company, both in terms of fund weight and dollar investment. It highlights recent investor activity to gain insights into the larger moves in and out of your company's shares.

We track long-term trends in ownership in your company among the funds in our analysis, providing metrics on how well-owned or under-owned your company is compared to peers.

Practical recommendations form an essential part of the report. We provide target lists based on historical investor engagement, country and industry allocations, and the current investor base.

Finally, we present profiles of ten investment funds that we believe represent promising targets for investor engagement, based on our analysis.

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Investor Targeting Dashboards

Dashboards

Explore investment trends and fund holdings with our Investor Targeting dashboards, offering a granular view of any company in our coverage.

Retrieve historical and current investor lists and analyze holding patterns across funds and stocks.

Visualize market trends against competitors by country and sector, with the ability to drill-down to individual funds and stocks.

Profile any fund in our analysis, examining up-to-date portfolio data, historical positioning, and exposure by region, sector, and country, along with fund manager contact information.

Our analytics convert complex data into clear visuals, providing Investor Relations teams with the data to strategically assess investment trends and target relevant funds.