Carol Lu explains how to secure the broadest possible level of participation from shareholders
CA’s IR principal, Carol Lu, notes that IROs need to bear in mind investment cycles and changes within a company when dealing with shareholders, as these will affect the types of investors they will be dealing with.
For those with smaller departments, she recommends working alongside sell-side analysts and influential investors in the target market in order to organize focused conferences and roadshows, reaching out to smaller and other potential investors.
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