Cultivating relationships with institutional investors, hedge funds, family offices and financial advisors to catalyze action
LHA’s targeting efforts are grounded in three decades of market intelligence experience in matching clients with the most appropriate buy-side analysts and portfolio managers, sell-side analysts, family investment offices and financial advisors in the United States, Canada and selectively overseas. Based on crucial factors such as size, sector, track record, investment style and peer holdings, we target the audiences most likely to be interested in a given client company.
Gaining an in-depth and unbiased view of how a company is perceived by the investment community is valuable in refining messaging and program activities. It also provides a benchmark against which progress is measured. LHA is highly accomplished in constructing comprehensive perception audits. Our work culminates in a report and often a presentation to management, including unfiltered observations, a summary of findings and recommendations.
We view investment community feedback as the “quality control” of investor relations – an invaluable way to assess the effectiveness of our clients’ communications and investor relations activities. Whether subsequent to specific events such as meetings and conference calls or on a less formal, ongoing basis, LHA routinely follows up with investors to assess Wall Street’s perception of a company, identify disconnects between our clients’ messages and investors’ views, and uncover issues to address in future communications. We’re equally disciplined about relaying unfiltered responses to management, with actionable recommendations that will enhance our clients’ investor relations communications going forward.