Your investment case
brilliantly understood
Fox Stephens
At Fox Stephens, we specialise in helping companies engage directly with investors, through clear and impactful communication. We are independent, and through our experience as equity investors, we understand the challenges of attracting and engaging generalist long-term fund managers.
Accessing these generalists is critical to taking control of the investment narrative, but too many companies leave the translation of their investment proposition to sell-side specialists. Too few of these tell your long-term story.
The playbook has changed - companies need to engage investors directly
How we add value
The competition for capital is fierce and the challenge of standing out intensifies with each results season. The stock market is fuelled by short-term traders who have conditioned sell-side analysts to prioritise views on your next quarterly statement. This short-game is fickle, and of limited value for the average corporate.
For those companies with a longer-term perspective, it’s crucial to take a proactive role in shaping your investment narrative by communicating your plan for long-term value creation. We can help you skilfully communicate this to a generalist audience. Our proposition keeps investors engaged through compelling storytelling that builds confidence and fosters long-term shareholder support for both the business and the management team.
Beyond these external benefits, clear and compelling communication fosters improved internal understanding of your business and strategy. It drives engagement among your current employees, inspires alignment with your vision of the future and enhances your appeal to top-tier talent.
Our work will help you understand the analysis and dialogue required to engage generalist, long-only fund managers and support you in mastering an ongoing conversation with them that builds their trust and conviction. These outcomes will heighten engagement among your current employees and attract higher quality future talent.
Tim Marshall, Founder
Tim joined Invesco Perpetual in August 2014, where he managed UK funds, including Pan-European and Global mandates. In January 2022, he launched the Invesco Sustainable UK Fund which was the second best performing UK ESG fund until his departure from Invesco in October 2024.
Tim started his career with UBS Warburg, where he led the top rated Transport Research team in the Institutional Investor, Extel and Greenwich surveys and was voted the number one transport analyst on multiple occasions. He continued his success with Redburn Partners, before moving to the buy-side in 2014.
“As a fund manager, I longed for clarity from management teams on what they did, how their business models worked, how they made money, and on their strategy for creating long-term value. Too often, I was disappointed. At Fox Stephens, I am now dedicated to helping companies articulate their stories to build knowledge, understanding, trust and ultimately conviction among the fund manager audience.”
Contact: team@foxstephens.com
Tel: 020 4591 5547