Expanding North American Ownership for an ASX-Listed Company

Our client, a leading ~$1.5Bn Australian company engaged Rose & Company in mid-2024 to expand its visibility in North America

Despite a strong equity story and active conference participation, the company had limited exposure to high-quality, long-only institutions in the U.S. market. They primarily relied on sell-side channels, resulting in investor interactions that were sporadic and skewed toward shorter-term funds.

Deploying a proactive, virtual-first investor outreach and engagement program

We launched a virtual-first outreach program, introducing the company to 49 high-quality investors across North America. This allowed to gauge interest, validate the narrative, and collect investor feedback.​

We organized 13 follow-up meetings with investors thus far. Feedback from initial outreach enabled our client to refine messaging and address investor concerns resulting in more productive meetings.​

In just a few months, Rose & Co.’s investor outreach efforts converted 5 new North American shareholders. We continue to actively engage with the remaining 44 investors to drive further conversion.​

We focused on low-turnover institutions with relevant mandates, meaningful investment capacity, and senior-level meeting availability.

Converting investor interest into ownership

Rose & Co.’s investor outreach program resulted in tangible traction for the client:

• 5 new North American shareholders
• $3.1T in total EAUM represented across meetings
• 35.9% average portfolio turnover
• 80% of meetings were with long-only managers

In under six months, we helped our client build foundational investor relationships in North America and converted interest into committed ownership. We continue to actively engage with the remaining 44 investors to drive further conversion.​