S3E8: Jonathan Paterson from Harbor Access on Investor Targeting & Outreach Strategies for Small-Mid-Cap Companies

The Small-Mid-Cap landscape has changed drastically in recent years, and targeting is a key concern for companies looking to reduce stock volatility, build new relationships, and grow their company.

In this episode of Winning IR, Mark Fasken sits down with Jonathan Paterson to discuss how mid-cap companies can build effective targeting and outreach strategies.

Listen to the full episode to learn more about:

• Common objectives in investor outreach
• Increasing institutional shareholder base
• Targeting hedge funds and family offices
• Increasing liquidity by targeting hedge funds and family offices
• The importance of clear communication
• Targeting strategies for small-mid-cap companies
• Incorporating existing data into engagement strategies
• The role of social media in IR
• Crafting the perfect investor outreach email
• And more

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