Identifying Dominant Investor Groups through Analysis PPT

This PPT slide, part of the 101-slide Complete Guide to Value Creation PowerPoint presentation, presents a structured approach to identifying dominant investor groups through a two-step analysis. The left section illustrates the company’s ownership mix by fund style over a five-year period. It categorizes various investor styles such as Value, Growth, GARP (Growth at Reasonable Price), Income, Index, and Others, showing their respective percentages in ownership. This quantification provides a clear view of how different investor styles have evolved over time, enabling the company to understand which styles are gaining or losing traction.

The right section compares the company’s ownership mix with that of its peers. A scatter plot illustrates the representation of different fund styles against peer group averages. The axes denote company representation and peer group representation percentages. Key fund styles are plotted, highlighting which are overrepresented or underrepresented relative to peers. For instance, styles like Value and Index appear overrepresented, while Income and Specialty are underrepresented. This visual representation aids in identifying potential gaps and opportunities in investor engagement.

Together, these analyses serve as a foundation for strategic decision-making. By understanding the mix of investor styles and how they compare to peers, the company can tailor its value proposition to attract the most relevant investor groups. This insight is crucial for aligning investment strategies with market dynamics and enhancing overall investor engagement.

This slide is part of the Complete Guide to Value Creation PowerPoint presentation.

This presentation is created by former McKinsey, BCG, Deloitte, EY, and Capgemini consultants. It covers multiple Value Creation frameworks utilized by global strategy consulting firms.

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