A management team that understands its investors in a meaningful way has a competitive advantage over those that don’t.

As a result of globalization, technological innovation, and the proliferation of hedge funds, the number of investment choices a portfolio manager faces today is tremendous. We believe corporate managers face many choices in the investors they target as well, yet many just “let it happen to them”.  

Fortuna Advisors identifies investors entering, holding and leaving the sector versus those entering, holding and leaving the client, and evaluates the client’s business to identify the desired investor clientele.  We design strategies to better communicate and target these investors based on the key drivers of value in their business to maximize receptivity and value recognition. 

This is supplemented with periodic investor communications reviews to ensure the messages stay on target, particularly as the strategy or business environment evolves.

See "Targeting The Right Investor"