The Strategic Power of Investor Relations | Mostly Classics

Dec 29, 2025

In this insightful discussion, investor relations experts Samuel Levenson and Jon Neitzell dive into the strategic role of IR in aligning communication with business goals. Levenson emphasizes the importance of targeting the right investors and tailoring messages based on different investor types. Neitzell shares how data-driven insights can avoid poor capital allocation decisions and improve investor confidence. They also explore adapting IR strategies for algorithmic trading, highlighting the blend of metrics with compelling narratives.

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ADVICE

Align Communication With Strategy

Tie your communication strategy directly to your business strategy and report progress against defined milestones.
Make investor messaging center on where you're going, the return horizon, and how you'll measure execution.

ADVICE

Be Proactive In Targeting Investors

Be proactive: target the right investor audience instead of reacting to who already owns your stock.
Manage meetings and conferences strategically to prioritize investors who fit your story.

INSIGHT

Audience Opportunity Explained

'Audience opportunity' means mapping who could own your stock versus who already does.
Shifting the audience can unlock institutional pools that better match your business profile.

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