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Taylor Rafferty Client Case Studies: Measuring Success 

Over time, it is easy enough to accurately track movements on a share register towards clear strategic goals, such as the amounts of shares held by prioritized investor groups. Tactical and operational targets supporting these goals are also straightforward, measurable and direct in their relationship to IR’s primary strategic goals. When billions of dollars of market value have moved from one type of shareholder group to another over the course of 12-24 months, and these movements accord with goals set to advance a company’s valuation, common sense says corporate valuation has been supported by a best practice IR campaign. The value of best practice investor relations is most measurable in the cross-border arena, where Taylor Rafferty has specialized since its inception.

 

Global Leader in Beverage Alcohol – Large Cap

Traded at a significant discount to US consumer and beverage companies. Moved ca. $15-20 billion of company stock into value focused and GARP funds within Fast Moving Consumer Goods investors’ portfolios. The Company then traded in-line or at a premium to its sector.

Global Leader in Enterprise Software – Large Cap

Traded at a significant discount to US based tech companies. Moved ca. $20 billion of company stock into North America, focusing on global technology, and generalist growth investors. The Company now trades in-line with sector.

 

Leading Specialty Retailer – Mid Cap

Traded at a 50% discount to its main US peer group despite superior performance. Moved $2.3 billion of company stock into the North American market, targeting value funds, consumer goods and retail investors. The client re-domiciled to the US, surpassed US peers in valuation and eventually acquired its major US peer.

Leading Global Beverage Can Manufacturer – Mid Cap

Traded at a 35% discount to US peers despite similar industrial and performance profile and significant US commercial presence.  Moved ca. $2.1 billion of company stock into the North American market, targeting value funds, cyclicals, industrials, global manufacturing and yield investors. The client closed the value gap with US peers and was subsequently acquired at a premium.

 

Leading Global Brewer – Large Cap

Traded at a significant discount to the global brewing sector. Management re-domiciled to London, hired a leading investor relations officer and Taylor Rafferty. The program moved ca. $ 25-30 billion of company stock into global growth funds and food and beverage portfolios across North America. The client continued to expand globally while building a shareholder base equivalent to leading global brewers. The value gap was closed and the company was acquired at a significant premium.

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