Investing
in valuation

“We used to meet with the same bunch of specialist investors constantly, and Rose & Co. helped us broaden our access to generalist investors, who appreciate our unique investment case and aren’t meeting us simply because they own one of our peers…”

“We are having good success deepening our relationships in large fund complexes thanks to Rose & Co, and we’re also meeting high-quality investors that weren’t on our radar at all…”

“They were a great partner during our investor day process. The process was logical, and they earned the trust of our speakers, which helped to ensure the messaging really resonated…”

“The meetings are great, but what I really love is the detailed investor feedback we get after each series of meetings they arrange. We don’t get that anywhere, and it’s been critical for us as we re-think our investment narrative…”

“The Rose & Co. team has really helped use unfiltered investor feedback to reshape our equity story. That third party perspective is invaluable to us…”

“I love the strategic approach they take to investor engagement. They’re not just setting up meetings for us - they act like our partner and there is a true alignment of interests…”

“Rose & Co has become indispensable to us since we don’t have a pure comp and don’t see many relevant investors on the conference circuit…”

“We just wrapped a great two days of meetings in London with our CEO. These were investors we had never met before, but they came in prepared and we had really substantive meetings…”

“Rose & Co. has really helped us access investors in North America. It has been a priority for us for a while, but our brokers just don’t have the same capabilities or network in the US and Canada…”