With a thorough understanding of the investment community which originates from decades of direct contact with analysts and portfolio managers, Phoenix IR has gained the trust and respect of investors who are willing to share their views with the firm's senior consultants. These relationships provide a unique opportunity to conduct market research on behalf of clients. A key strength of Phoenix IR's independence is its objectivity which can help senior management better understand who owns their company's stock and what they really think about its strategy and stock valuation.
Through a bespoke quantitative and qualitative approach, Phoenix IR goes beyond the traditional peer ownership holdings, out-of-date public ownership data and financial ratio analysis in evaluating the interest of potential new investors. The firm provides meaningful results through its personalized pre-qualification of investors. Phoenix IR has no conflicts of interest and will not compromise its reputation by recommending inappropriate targets.
Companies are increasingly keen on controlling their investor contacts to ensure that their message is well understood, coming directly from senior management. They also want to make sure they meet with the "right" investors: since management's time is valuable. For longer term continuity it is also important for them to monitor which constituencies they are meeting.
In today's financial markets there is a very real need for independent access unfettered by the wide range of hidden agendas that exist. One of Phoenix IR's strengths is its ability to be genuinely open and able to introduce a company to any institution (both buy and sell-side), treating each one fairly on it own merits. Phoenix IR provides a balanced approach to current holders, new potential investors, long-term holders who will be providing stability to the share price and more active investors who will bring liquidity to the stock. Over many years, Phoenix's senior consultants have built a strong relationship of trust with portfolio managers and analysts.
Collectively, Phoenix IR's team has worked with hundreds of companies over many years which has resulted in a wealth of knowledge of corporate best (and worst) practice allied to an understanding of what investors demand. Combining this knowledge and experience with the firm's own fact-based research helps companies develop the right balanced, consistent message and positioning.
To be successful in reaching out the investment community, a company needs to evaluate how its program is perceived by analysts and investors and understand what the expectations of The Street are. An in-depth analysis of current practices, the company's financial documents and website, its history and strategic objectives allows the development of a thorough investor relations plan. Phoenix IR provides the following services: