Enhancing investor understanding
Communicating effectively with your investors provides a double benefit: it helps investors to better understand your business and investment proposition and it helps you to better understand what investors of all kinds value most about the companies they invest in.
With today’s technology and multiple information channels, investors believe that there is simply no excuse for a business not communicating with its shareholders. Investors ‘vote with their feet’ and the retail community is active on bulletin boards when they feel ignored or unappreciated. Today, a company’s IR commitment is not just related to its size. In fact, an established, effective IR effort can help smaller or newer companies to grow through support for fund raises from a loyal (and proselytising) shareholder base.
Mandatory disclosure requirements represent a bare minimum in terms of what your shareholders and prospective shareholders expect - the more they understand a proposition, the more likely they are to invest and maintain or increase an investment.
Tavistock understands what your investors want and can help you provide it, in a transparent and timely fashion. We can help you set a standard of communications and help you maintain it.
This includes clear, understandable, consistent, regular messaging and the setting of expectations; helping investors to find the information they are looking for; helping investors to understand the financial and operational KPIs you have set and why; but more importantly, helping them to understand the overall strategy to achieve your objectives. It is about communicating with your shareholders via whichever format or media they prefer, be that phone calls, written statements and announcements, interactive websites, digital and social media, video content or physical presentations.
Tavistock does not provide investment advice, but can help provide investors with all the information they need to form an opinion.
We can work alongside your internal Investor Relations team, or provide you with a reliable ‘virtual’ investor relations function, predicting, fielding and replying to investor queries on your behalf. Or even helping your team micro-manage large set piece events such as Capital Markets Days.
In addition, we can coach new members of your team in presenting to investment audiences and for new, growing companies, we can help you design an effective Investor Relations function from scratch.
“The team’s IR experience has been gained in broking, fund management, in-house roles and private client wealth management firms. All of this expertise is brought to bear on our clients’ particular needs – we do not offer a ‘one size fits all’ service.”
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Jessica joined Tavistock in 2018, offering strategic advice and support to assist clients in their engagement with investors and analysts.
She is a highly experienced investor relations adviser having previously held the position of Head of IR at a FTSE 250 fintech business. Jess began her career within corporate finance and advisory services at Ernst & Young in South Africa, before moving to the UK and transitioning to IR in 2003, gaining in-house experience at high profile companies listed across the FTSE 100, 250 and AIM on the London Stock Exchange. She has had extensive engagement with senior management teams, corporate advisers and key stakeholders through a variety of mergers and acquisitions and scenarios requiring crisis communications, routinely interacting with buy and sell side institutions in the UK, Europe and North America.
Jessica has also consulted to several multinational companies in the financial service, mining and industrial sectors, and undertaken business development and internal projects in the UK to establish IR programmes and improve financial reporting and corporate communications.
Annabel joined Tavistock in 2017 and works on the financial PR team. She works across a range of different clients within the mining and energy sectors.
Prior to Tavistock, Annabel completed a number of different internships throughout her academic career with large investment houses as well as at a national newspaper. She holds an Honours degree in Arabic and International Development from the University of Leeds.
Gareth has over a decade of experience covering commodities and resources companies for a number of publications in the UK, South Africa, the US. He spent over seven years with Mining Journal, leaving the publication as its deputy editor.
He also recently spent time as the online editor at Automotive Logistics, a publication covering global logistics and supply chains for the automotive sector, including electric vehicles.
He was employed as a private client investment advisor at Vestact, in Johannesburg, South Africa before moving to the UK.
James has been with Tavistock since 2011, specialising in investor relations and corporate communications. He advises clients on investor relations strategy, primary and secondary equity raisings, corporate positioning, M&A, crisis and financial calendar work.
Before joining Tavistock, James was Head of Investor Relations and Communications at a global London listed company. Prior to that, James was an Investor Relations executive for a large Investor Relations agency based in London.
He has a marketing degree and is a member of the Investor Relations Society.
Simon’s focus is on the energy and cleantech sectors. After beginning his career in investment markets in fund management and then in equity sales in London and Hong Kong, he moved into financial PR and was a co-founder of agency Hudson Sandler.
He subsequently founded investor relations consultancy City Insights which was acquired by Tavistock in 2003. He spent three years working in-house with two FTSE 250 companies as head of IR and corporate communications.
He is a member of the Investor Relations Society and has a degree in economics from the London School of Economics and Political Science.
Edward joined Tavistock in 2016 and works across the financial and corporate communications practice advising clients in the natural resources and financial services sectors.
Prior to Tavistock Edward worked at a leading corporate public relations firm where he advised financial and professional services clients in the UK, Europe and emerging markets.
Edward graduated with a degree in History from University College, Oxford.
Lulu is a founding Director of Tavistock, with over 25 years’ experience in financial and corporate communications and investor relations. She specialises in the telecoms, technology and media sectors incorporating companies both large and small.
Her extensive experience includes a long-standing relationship with Vodafone, which she has advised for over 20 years. Lulu’s clients include KCOM, Torotrak and Stanley Gibbons and Virgin Media prior to its merger with Liberty Global.
After graduating from Exeter University with an Honours degree in Economic and Social Statistics, Lulu began her career with Binder Hamlyn as a trainee accountant before joining WI Carr as a Small Companies analyst.
Kirsty joined Tavistock in October 2015 and specialises in public relations in the real estate sector. Prior to this, she spent more than two and a half years in a global consultancy firm working across both financial and corporate communications in its real estate team.
She holds an Honours degree in Media, Culture and Society from Northumbria University.