Speak to Be Bought:
How Market Communication Drives Valuation
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
5 minutes
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Course overview
Many UK firms suffer from valuation discounts not just because of performance, but because of poor investor communication. As American investors dominate global capital flows, companies must adjust their messaging, disclosures, and reporting styles to appeal to this audience.
This video analyzes real-world examples like Segro and Schroders, explores the link between narrative fluency and valuation multiples, and provides actionable recommendations for bridging the communication gap. Speaking the language of the marginal investor isn’t a cosmetic change—it’s a strategic imperative for attracting capital and closing the valuation gap.
This video analyzes real-world examples like Segro and Schroders, explores the link between narrative fluency and valuation multiples, and provides actionable recommendations for bridging the communication gap. Speaking the language of the marginal investor isn’t a cosmetic change—it’s a strategic imperative for attracting capital and closing the valuation gap.
What's included?
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1 video
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In capital markets, clarity is currency—speak to be seen, and valued.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
This video is essential reading for UK-listed company executives, investor relations professionals, and investment analysts covering cross-border equities. It will resonate with anyone responsible for shaping market-facing messaging, managing valuation expectations, or trying to understand why global investors overlook otherwise solid UK firms. US-based portfolio managers curious about UK equity mispricing will also benefit.
Why TheInvestmentAnalyst.com?
We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.
We believe, you could not be in better hands.
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Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com.