Our experience both in an investment banking capacity and as fund managers provides a unique understanding and extensive knowledge of institutional and PCWM investors.  This is used to analyse shareholder lists to identify trends, monitor changes and to understand the shareholder base relative to peers.

Our Investor Targeting service builds on the shareholder analysis to identify potential new investors. We provide profiles of investors to enable management to better understand their shareholder base.  


Perception Studies collect information from analysts and investors through written responses and face to face interviews, We build a report outlining the critical issues impacting the company as perceived by the investment community.