Sell-side Research
5 Tips for a Successful Investor Day
Hosting an investor day can be a powerful way to raise management visibility and credibility, highlight the depth of your management team, and clarify your company’s value proposition and growth strategy. But planning a successful investor day is no small task. Here are five tips to help you along the way.
Telling a Story Investors Want to Hear
It’s the ability to tell a compelling story that will get the investment community excited about your company. It’s also a great challenge for even the largest public companies in the country. So why is it so difficult to captivate investors with an investment story management should inherently know so well? To help solve this…
Sell-Side Coverage – A Small Cap’s White Whale?
By Dennis Walsh, Vice President I recently was interviewed for an article for IR Magazine titled, “Sell-Side Analysts: The Many and the Few.” The article discussed how some companies manage a full roster of covering sell-siders, while others struggle to maintain or attract just a few. In today’s market, it seems more common that IROs…
The Age of Diminished Sell-Side Research
Sell-side research has undergone profound structural changes during the past decade with far-reaching implications affecting the quality of the research and how research is generated, sold and compensated. Decimalization, Regulation FD, unbundling of trading from research and the hedge fund “brain drain” have all negatively impacted sell-side profitability, product quality and small cap coverage in…