The Equity Group, Blog

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Long-Term Vision Through
Short-Term Market Trends

Towards the end of 2025, we saw a significant increase in sector rotation, with the "Great Rebalancing" shifting capital from Tech to more defensive and value-oriented sectors such as Healthcare and Energy. Industrials also gained traction due to AI-driven automation and infrastructure spending.

Investment Community Engagement:
Best Practices Checklist

When it comes to engaging with investors and analysts, there’s any number of ways to excel, or fall short. Follow our checklist to get maximum value from your interactions, whether they are virtual or in-person.

Semi-Annual Reporting Would Not Restrict Investor Communication –
It Should Enhance It

For 55 years U.S. public companies have been required to submit financial reports on a quarterly basis. President Trump recently revisited the idea that U.S. public companies be allowed to report their financial results semi-annually instead of quarterly, a proposal he first introduced in 2018.

Investor Communications: Best Practices Checklist

Time for a fresh look at your company's investor communications? There's no time like the present to review your company's investor communications and ensure your story is clear, compelling, and accessible to investors. Use our checklist to double down on best practices.

Strategic Planning – Refining IR Plans

Although summer can be somewhat quieter in terms of certain IR activities such as conferences, we continue to work on a variety of communications and arrange both in-person and virtual meetings for our clients, while gearing up for an active Fall season. We are also using the time to refine our clients’ IR Plans by reflecting...

Mid-Year Reporting Amidst Uncertainty

The first six months of 2025 were some of the most eventful in recent memory. Managing geopolitical concerns, tariff uncertainty, supply chain disruption, interest rate ambiguity and market gyrations, among other issues, had the C-Suite and Board navigating a volatile global environment that required short-term solutions...

Elevating Your Company’s Profile Pre-IPO

Beginning to enhance your company’s communications platform and public profile, and gaining a better understanding of the IPO process, will go a long way toward a successful transaction and seamless transition into public company life.

Refining the Investment Thesis & Investor Deck

Periodically, it's important for public companies to revisit their investment theses and reflect any changes through a refresh of their investor deck. In our latest blog, we explore key considerations for updating or creating a compelling investor deck that resonates with potential investors.

Strategic

Investor Relations Planning

In an uncertain and often volatile market, it is vital for public companies to tell their stories in a clear, succinct way while engaging directly with potential investors and sell-side analysts on a consistent basis....

Year-End Reporting:

It's Not Just About the Numbers

Against the backdrop of economic, geopolitical and market uncertainty, it is essential for public companies and their IR teams to rethink how they are presenting their company’s story. Companies should supplement their financial results with updates on their industry dynamics, realistic company expectations for the coming year...

Planning & Executing

a Successful Investor Day

Much like any relationship, the one between a public company and its investment audience benefits from face-to-face interaction. Hosting an Investor Day not only provides facetime, but allows a company to reinforce its story, provide direct access to the extended management team, and, if applicable, boost a strategic...

What Should I Ask

an IR Firm?

Considering an IR firm to expand or enhance your investor communications and engagement? Explore the 10 questions companies should ask an IR firm and our responses to these questions.

Begin Your IR JOURNEY