Fitzcores maximize the return on your targeting strategy

Quality over quantity is critical when targeting investors. While Salt Lake City doesn’t have the same number of large managers as bigger financial centers, firms like Clifford Capital and Grandeur Peak offer excellent opportunities for small caps seeking long-term partners. Fitzcores’ investor management services help companies uncover these niche opportunities and strengthen investor engagement in overlooked markets. 

Boston remains a powerhouse for target investor relations. Top firms like MFS, Wellington, and Fidelity employ analysts and portfolio managers. Many companies only engage with analysts, but the decision-makers are often portfolio managers. Our market intelligence approach ensures you don’t just tell your story to analysts, you build connections that can directly influence investment decisions, increasing shareholder value.

When planning a targeting trip to London, relying solely on mutual fund disclosure won’t give you the whole picture. Fitzcores uses UK Share Registry (UKSR) data to reveal a clearer view of institutional positions, including pension accounts and separate mandates. This insight sharpens your investor targeting solutions and ensures your investor engagement strategies are focused on the right stakeholders in the UK.

Don’t limit yourself to major hubs. In Richmond, the London Company of Virginia is a strong target when paired with trips to firms like T. Rowe in Baltimore. Similarly, Milwaukee, home to Fiduciary Management and Allspring Global offices, offers opportunities that are often overlooked. Instead of lowering your standards to fill a single-city itinerary, use Fitzcores’ global market intelligence to map efficient travel plans and connect with high-potential investors.

Timing matters as much as geography. While San Francisco is packed during the JPMorgan Health Care conference, Minneapolis offers excellent opportunities earlier in the year. Thrivent, Disciplined Growth Investors, and Sit Investments are more accessible when investor traffic is light. With Fitzcores’ investor relations and institutional investment software, we help you identify the correct times and places for maximum impact. 

If you attend the JPM Healthcare Conference in San Francisco, don’t just focus on the big names. Expand your targeting investors list to include satellite offices like Artisan, Macquarie, Victory, Capital Research, and homegrown firms like Snyder, Fuller & Thaler, and Saratoga. With Fitzcores’ investor targeting services, you’ll ensure every trip yields maximum value.