CASE STUDIES

Driving successful outcomes in partnership with our clients

Driving increased investor buying

CAG has been working a FTSE 100 industrials business since Sep-21 to help increase the company’s penetration with regional investors.

Over that period, we have organised meetings with more than 218 investors with 95 unique investors at 99 different investment houses.

50% of meetings have resulted in buying action.

CAG investors’ presence on the share register has increased by c. 20% in just over two years from starting the programme, increasing from 9.6% of ISC to 11.9%.

This represents c. £187m of shares bought.

Notable new institutional shareholders introduced to the share register include:

Wealth at Work (Liverpool-based, £20m position)
Walter Scott & Partners (Edinburgh-based, £7.3m position)
EFG Asset Mgmt (London-based, £5.6m position)

Supporting growth long-term

Capital Access was appointed in 2012 with the task of introducing this £200m mkt cap REIT to new and uncovered investors.

Over that time, we have organised 7-9 roadshows a year across London, Scotland, Dublin, the North West, Yorkshire, the Midlands, the South West, and Channel Islands.

Over 600 investors have been met with during this period, with 300+ since 2020.

Since COVID, 39% of meetings have results in buying action, with ownership of the REIT's shares by this investor audience increasing by over 50%.

The REIT has grown to £1.2bn mkt cap and to a member of the FTSE 250.