fitzcores maximize the return on engagement with investors

Successful targeting starts with an emphasis on quality over quantity. Salt Lake City has fewer and smaller managers than you'll find in the major investment centers, but Clifford Capital and Grandeur Peak have great potential for small caps looking for a long-term partner.

An emphasis on quality also means understanding the different perspectives of portfolio managers within large institutions. Even if your regular contact at MFS, Wellington, or Fidelity is an industry analyst, make an effort to get know the portfolio managers of the funds that currently own, or could own. Don't assume they know your story. Many (not all) appreciate direct communication with managment.

Thinking about a trip to London? By supplementing mutual fund ownership disclosure with UK Share Registry (UKSR) positions, Fitzcores can help you make your case. UK mutual funds under-represent institutional positions. UKSR ownership includes holdings in separate accounts (such as pensions) providing a more accurate picture of your ownership and targeting opportunities.

2 1/2 hours from Baltimore, London Company of Virginia outside of Richmond, could be worth a trip the next time you visit T. Rowe. Pictured on our home page, 90 minutes north of Chicago, is Milwaukee, home to Fiduciary Management and a major satellite office of Allspring Global.  Rather than scraping to fill an itinerary in a single city, take a car or train to the next town. It'll be worth it, and you'll enjoy the ride.  

In addition to experimenting with different locations, adjusting your calendar can open doors for you. Instead of targeting investment managers in San Francisco the week of the JPMorgan Health Care conference, try Minneapolis in January or February, especially Disciplined Growth Investors and Sit. You'll stand out more when the traffic is light.  

But if you do find yourself in San Francisco for the JPM Healthcare conference, be sure to reach out to the satellite offices of Artisan, Macquarie, Victory and Capital Research, along with San Francisco natives Snyder, Fuller & Thaler and Saratoga. Many cities are home to investment offices of institutions you might not reflexively associate with the location.