Our approach to investor relations is somewhat unconventional and informed by conversations with some of the brightest minds in the investing world.
Investor Relations
Many companies approach investor relations from the perspective of the story they want to tell or the conventions followed by their peers.
We begin from the premise that all communications should be driven by the preferences of those with capital to allocate, from institutional investors managing billions to the main street investor seeking an edge for his or her retirement. We work to understand how we can communicate critical data points most efficiently. How do we make a complex business into a cohesive narrative that is easy to grasp? How do we accommodate users who want bullet points and those who want to take a deep dive?
Every investment story is unique and your communications should be true to your own DNA and stand apart in the marketplace of investment ideas.
We believe:
There is no rule that earnings calls must be tedious
Shorter really is sweeter
Most humans process data visually more efficiently that aurally
Management must own the confidence of 80% of your fundamentals-based shareholders
Activists are at once a menace and a source of potentially amazing ideas
You should treat every interaction with short-sellers like a CAT scan
Optimism is essential to vision, but of no value without execution
The ideal investor meeting is 20% packaged information and 80% dialogue
Given that we live in an algorithmic world, never neglect the bots
Services we offer to public companies
AUM Media provides a comprehensive investor relations solution for companies that wish to outsource their IR and we will undertake projects related to transactions or strategic objectives.
Quarterly earnings releases, presentations, and coaching
Investor presentations and coaching
Investor business model videos
Analyst cultivation
AI-powered institutional targeting
Investor sentiment studies
Advice on roadshow and conference calendar
Maintain investor CRM
Monitor website traffic for interest from long, short, and activist funds
Peer benchmarking
Turnkey IR websites
Crisis communications
Activist campaign strategy and engagement
Short-seller risk assessment and remediation