How Often Do MicroCap Portfolio Managers Expect To Meet With Portfolio Companies?
How Often Do MicroCap Portfolio Managers Expect To Meet With Portfolio Companies?
This summer, IR Magazine caught up with Rob Kosowsky, senior analyst and assistant microcap portfolio manager at Royce Funds, to learn what he thinks makes for good small-cap investor relations.
One of the questions IR Magazine asked Kosowsky was related to how many times microcap portfolio managers expect to meet with portfolio companies.
Question: How often do you expect to meet with your portfolio companies?
Kosowsky: “Generally speaking we like to talk to them at least once or twice a year. Obviously if something changes – they complete an acquisition, sell a business or sales go down 20 percent, for example – we want to get a better sense of what’s going on because if anything extraordinary occurs we’d like to understand what happened and why. But you can also have management teams that reach out too often. Some teams want to be as transparent as possible but meeting them every quarter might be too much.”
Check out the full article HERE.
Kosowsky will also serve as one of the judges for the second IR Magazine Awards – Small Cap US at the OTC Markets’ NYC headquarters on September 26th.
Click this link to learn more about the IR Magazine smallcap awards.