Modernizing Investor Engagement and Stakeholder Communication Strategies
WTR
investor engagement and stakeholder
Tower Research is built on the foundation of democratizing
flow. We bridge the growing gap between companies and investors through
investor engagement strategies and open access
content
is a leading
communication
platform. We create and distribute content that builds investor awareness and decision making.
Water
information
our
research platform. We offer... A new and innovative platform designed to reach ALL investors Engaging investors and managements Research
from experienced Wall Street analysts Free-to-access modern digital distribution strategies
Value Proposition For Investors
• Seasoned Analyst Coverage. Our content is written and produced by experienced analysts. We seek to highlight the strategy and value of the companies we cover and respective industries which is the foundation for any investor due diligence process.
• Content That Builds the Investment Narrative. We produce a variety of content including traditional equity research reports, industry reports, video fireside chats, and video expert series to create an investment narrative beyond quarterly commentary.
• Easily Accessible. Our content and events are free to investors and easily consumable. Our content is available on our website watertowerresearch.com. It is also distributed directly and available on most major research aggregator platforms and social media.
• Management Access. We bring investors and managements together for deeper dialogue.
• WTR publishes under a Publishers Exclusion and conforms to MiFID II guidelines.
Growing Content Base
Distribution Content & Investor Engagement Roadmap All Institutional Retail RIA’s Private Wealth Family Office’s Retail Lists Initiation of Coverage Quarterly Earnings Notes Quarterly Earnings Notes Quarterly Earnings Notes Fireside Chat Expert Series Fireside Chat Industry Note Industry Note Industry Note Management Series Management Series Management Series
Sectors Covered
Healthcare
Global Institutional Investor Engagement
• WTR’s content is regularly accessed by more than 1500 institutional investment firms and in total over 7000 firms inclusive of RIAs, family offices and private wealth managers via our website.
• WTR’s content is available on all major aggregator platforms and has been accessed YTD over 10,000x by nearly 2000 unique institutional investors at over 1000 institutions. This includes many of the largest hedge fund and mutual fund managers domestically and increasingly internationally.
Institutional Readership Trends – 2022 YTD*
WTR Content
Loomis, Sayles & Company LP T. Rowe Price
Top
29%
Wellington Management Co. LLP BlackRock Inc. AllianceBernstein LP Point 72 Asset Management LP Amundi Asset Management
CIBC Asset Management Citadel LLC Marshall Wace Lazard Ltd.
Jennison Associates LLC
Royce Funds
D.E. Shaw & Co. LP Weiss Multi-Strategy Advisors Lombard Odier
Franklin Templeton Investments Eaton Vance Management
LBBW Asset Management Alyeska Investment Group
Additional Readership
US 75.9%
Japan 5.4%
Canada 5.0%
Oceania 4.7%
UK 3.6%
Europe (ex UK) 2.4% Asia (ex Japan) 2.5%
Other 0.5%
Over 7000 Firms Access
Growing Global Readership
20 Institutional Investment Firms represent
of WTR’s Readership YTD
*August 2022
Analyst Team
Shawn Severson
BioEconomy / ClimateTech & Sustainable Investing / Emerging Growth & Special Situations
20+ years sell-side
JMP Securities, ThinkEquity, Robert W. Baird (London), Raymond James
Budd Bugatch
Consumer Hardlines
35+ years sell-side Raymond James
John Roy Technology
20+ years sell-side
UBS, Merrill Lynch, W.R. Hambrecht and Janney Montgomery Scott
Rex Henderson
Consumer Hardlines
20+ years sell-side
Raymond James
Jeff Robertson Natural Resources 28+ years sell-side Lehman Brothers, Barclays, Salomon Smith Barney and Wasserstein Perella Dmitry Silversteyn
BioEconomy / Chemicals & Materials Technology
20+ years sell-side Lehman Brothers, Salomon Smith Barney, Buckingham Research, Longbow Research Thierry Wuilloud
Emerging Growth & Special Situations
20+ years sell-side and buy-side Lehman Brothers, Russell Investments, Becker Capital, Kohala Capital
Robert Sassoon
Emerging Growth & Special Situations, Healthcare 30+ years sell-side Credit Suisse, NatWest Capital Markets, Societe Generale
Graham Mattison
ClimateTech & Sustainable Investing Industrials
20+ years sell-side Lazard Capital Markets, Daiwa Securities Lynne Collier
Consumer Discretionary 25+ years sell-side Loop Capital, Canaccord Genuity, Sterne Agee/CRT, Keybanc, Morgan Keegan, Dain Rauscher/RBC
Learn more 727.300.4702 info@watertowerresearch.com www.watertowerresearch.com
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