Understand the composition of your investor base and how it has changed over time. Learn about investment strategies of your investors.
Analyze the characteristics of each investor's holdings. Understand their investment characteristics and how your company fits in their portfolio.
Compare your institutional shareholder base with peers with respect to industry, size, etc. Compare trends with peers and the general market.
Target new institutional investors that are the right fit based on their investment strategy and your company's unique characteristics.
No need to process raw data on spreadsheets. Our reports are boardroom-ready to present actionable insights to senior management and board.
Our data comprise all Form13F filers and US public companies. Our analyses contain a full look-through, look-back analysis of these investor portfolios.