Connect to your audience
For sales enquiries please contact:
EMEA:
Gustav Pegers
Director, EMEA
Gustav joined Orient Capital in December 2018, bringing with him nearly 20 years’ experience in the investor relations and Capital Markets space. Prior to joining Orient Capital, Gustav spent eight years in the Fintech and market data field as Director Relationship Management for Web Financial Group UK, where he set up Obsidian IR which was later sold to EQS and as Head of Sales at Heckyl. Previous to that his time in investor relations was spent with Radley Yeldar, setting up and running their Online IR brand Iroqo, Citigate MARCHCom and Global 3 Digital, as the first employee of the first IR website provider in the UK. He is a member of the Investor Relations Society and sits on the IRS Events Committee. Gustav graduated with an LLB in Business Law from London Guildhall University.
Australia and New Zealand:
Luke Allshorn
Business Development Manager
ASIA:
Henry Chik
Head of Client Relations
+852 3953 7200
Understanding where you are now, is often a crucial aspect in deciding on how to get to your ultimate destination.
This is especially true when it comes to corporate and financial communication, which needs to be based on a clear understanding of the investment communities current perception of your company, strategy and management.
Although you may already receive regular feedback from investors during meetings with them, there are other ways of connecting with and receiving feedback from, your investors and other stakeholders.
A well-constructed perception study has a number of advantages over day to day investor conversations, from the breadth and number of people spoken to, to the timing of the conversation. The confidential nature of the interview process means that you will regularly receive much more direct feedback than that provided over the table on a roadshow.
A study will allow you to gather more long term views from the investor audience, whereas conversations around results, announcements and conferences are by their nature more focused on short term topics and themes. Thereby allowing you to develop a long term communications strategy and assess if firstly your plans are resonating with the investor base and secondly if you are communicating it effectively.
There is a risk that day to day conversations are held with an existing group of investors or interested parties, that have an inherent view on your stock. A good perception study will move outside of this group to speak to investors that should be interested but are currently not invested. To find out why they are not currently holding and hopefully engage them going forward in a proactive manner.
The results of the study are designed to assist you in refining your IR strategy and your approach to communicating with the market, in addition to how these might impact the investor’s holding. In some cases the findings can be used as a KPI measure for IR teams (especially when conducted on an annual basis):
Are any new themes emerging?
Perhaps unsurprisingly, given it is a key topic for investor relations, a recent trend has also seen the rise in ESG specific perception studies, to help issuers understand the growing trend in ESG and how this might impact investment decisions for both existing and potential investors.
- Does ESG feature in your investment screening
- What is of particular importance in terms of ESG topics
- How do you rate our focus on ESG
Head of Corporate Strategy, Communications and IR - VEONI have the pleasure to work with Paolo and Orient Capital since 2020 in my role at VEON. Paolo is one of the most passionate, determined, knowledgeable and efficient colleagues/partners I have ever worked with in the Investor Relations space. His perception studies are incredibly thorough, providing a very accurate picture of investors’ sentiment towards a specific stock. The shareholder identifications are extremely accurate and delivered with above average identification rates compared to other providers.
I have also recommended Paolo and Orient Capital several times for perception studies and shareholder identification to other issuers.
