EP28: John Stevenson & Jonathan Pritchard - What Analysts and Investors Want to See from IR Teams

Enquire, the Investor Relations podcast

What do investors really need from IR? In this episode, we hear the perspective of two retail analysts who break down the responsibilities, challenges, and industry shifts that affect their roles, plus how IR can build an effective partnership with investors and analysts.

How IR Can Work with Analysts and Investors

John Stevenson, Retail Equity Analyst and Jonathan Pritchard, Retail Analyst from Peel Hunt join the Enquire podcast to share their perspectives as analysts when it comes to IR.

We begin by hearing how they began their careers in different ways and wound up working together. They break down their methods for dividing responsibilities in their team and explain what an average day looks like for a retail analyst. John and Jonathan go on to explore what makes a great IR meeting, how good communication is key to closing deals, and what mistakes IR professionals can avoid.

In This Episode:

· How John and Jonathan built their careers

· How they divide responsibilities

· Recent industry changes

· Why investors want research, not “journalism”

· An average day for analysts

· How John and Jonathan work with hedge funds

· How COVID changed investor interactions

· What IR teams can do to ensure good communication

· The biggest shifts in IR

· A common mistake IR teams make

· What IR teams should disclose to investors

· How the UK market is changing

Quotes:

“We've got to the stage now where I think the valuation gap is so huge. You can see that from the level of M&A coming through, I think ultimately, something has to give.” – John Stevenson

“My first ever boss said it's better to be 95 percent right in 10 minutes than 100 percent right in two hours.” – Jonathan Pritchard

“Post-COVID, Zoom and Teams has become the norm. And that's changed a lot of our interactions. I would say that most days now, we've got some form of video call with an investor.” – John Stevenson

Resources:

· Connect with John Stevenson

· Connect with Jonathan Pritchard