Investor Targeting

Home / 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.

    • Request Latest Analysis

    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.

    • Book Demo

    Book a live demonstration with our team to take you through our suite of interactive dashboards

    view our

    Latest Insights

    06 Mar 2024
    by / SteveH
    UK Real Estate Hots Up
    • Record number of UK funds now exposed to Real Estate sector.
    Read More
    28 Feb 2024
    by / SteveH
    Global EM Funds: Country Positioning Update
    • The latest country positioning data from our Emerging Market fund research
    Read More
    20 Feb 2024
    by / SteveH
    Reassessing Turkey: EM Fund Managers Show Signs of Sentiment Shift
    • After a decade-long bear market in investor positioning, GEM managers are beginning to show tentative signs of a sentiment shift towards Turkey.
    Read More
    13 Feb 2024
    by / SteveH
    China: Darkest before the Dawn?
    • Sentiment among Global Equity funds plunges to new depths.
    Read More