fitzcores maximizes the return on shareholder engagement

We rank the universe of non-owning funds and institutions according to the likelihood that they will initiate a position in your company so that you can focus your shareholder engagement. Focus clears time for you to pursue a tailored, patient and persistent approach to building relationships with investors.

Do you know why investors own your company?  By closely examining the preferences of your owners, you will learn what triggers investment in your company, and be equipped to approach and close new investors (and share your findings with the C-Suite). 

The best opportunity to increase the position of an owner may be to meet someone new at an institution that owns your stock--to extend ownership to other funds at the institution. Large investment companies manage multiple investment strategies, often in multiple locations. 

Because we're in the business of helping you close new investors, we make it easy for you to see new investment in your company, and the potential reasons behind the decision.  In addition, observing new investors' high Fitzcores will give you confidence to rely on them.

Fitzcores targets specific funds and provides contact details for the assigned fund managers. In addition, Fitzcores identifies analyst contacts by ranking them according to their industry, style and market cap focus,

Overall and factor level Fitzcores as well as underlying details are available via feed and SQL output. Institutions, Consultants and Service Providers are invited to consider how integration of our analysis can enhance work products and streamline processes.