STRATEGIC INVESTOR RELATIONS & COMMUNICATIONS SPECIALISTS

We focus on financial communications and on providing comprehensive support for all aspects of our clients’ investor and financial media relations programmes.

We assist clients with positioning themselves optimally to attract investors. This is achieved through comprehensive, balanced disclosure of our client’s unique investment proposition, strategy and financial results which we disseminate through a variety of channels and regular contact with a wide, but carefully targeted, investor audience.

Investorsense’s clients benefit from our extensive experience in investor relations and corporate communications and our focus on excellence across all communications and engagement activities.

OUR BUSINESS PHILOSOPHY

We are firm advocates of the importance of a company’s reputation in creating value for shareholders, clients and employees alike and in establishing growth over the long term.

We strive to maintain long-term relationships with our clients. The most value is added when we understand and become integral to the business.

We pride ourselves on our attention to detail, service ethic and competitive pricing.

Why work with Us

Specialised knowledge and an in-depth understanding of the investor relations field

Extensive experience and exposure across a broad range of sectors

A solid track record of excellence in financial communications

Strong relationships with investment professionals and service providers

Meet our highly professional team

Our Team

LYDIA DU PLESSIS

Co-Founder

Lydia du Plessis has more than 25 years of experience in investor relations across various industries, with specific expertise in the financial services sector. She has held a variety of management positions in that time, including General Manager – Corporate Communications at Gensec, Director of Gensec Investment Asset Management and Investor Relations and Treasury Executive at African Bank.

She has consulted to businesses across a range of industries including, most recently, to Fairvest Property Fund, Equites Property Fund, SA Corporate Real Estate, NSRI, Capital Appreciation, EOH, HomeChoice International, Shoprite, ABSA, Bidvest, Tongaat Hulett, African Rainbow Capital Investments, Zambeef Products PLC, BHP, Legal Practitioners Indemnity Insurance Fund, Legal Practitioners Fidelity Fund and RCL Foods.

Lydia’s key specialist areas include assisting clients with strategic insight into investor perceptions and communication strategies; production of annual, interim and quarterly financial publications and sustainability reports; managing relations with financial analysts and shareholders; measuring perceptions of analysts and fund managers; maintaining investor relations websites and organising results events, road shows and investor days. Lydia has a strong track record of successfully positioning her client companies as solid investment propositions with long-term, diversified shareholders through providing quality financial disclosure.

ERIKA VENTER

Co-Founder

Erika has extensive experience in account management, project management and marketing across various industries such as mining, IT, retail and financial services.

Erika’s roles included project managing the national roll-out of desktop technology at a mining house, being an account manager for several large corporate accounts such as Mondi and Nedcor and holding the position of HR Manager at PSG FutureWealth before the business was incorporated into PSG Konsult.

Erika was also on the Edcon project team responsible for developing and implementing the Thank U Rewards Programme.

Over the past 7 years, Erika has gained substantial experience in investor relations, shareholder communications and particularly in the implementation of the International Integrated Reporting Framework and King IV.

She has project-managed and assisted in the compilation of over 40 integrated annual reports, including several award-winning ones.

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Our clients and partner

Clients

Our team has, in recent times, assisted with the listings, corporate transactions, ad hoc projects and ongoing investor relations programmes for Equites Property Fund, Fairvest Limited, SA Corporate Real Estate, Tongaat Hulett, African Rainbow Capital Investments (ARC Investments), National Sea Rescue Institute (NSRI), Legal Practitioners Fidelity Fund (LPFF), Legal Practitioners Indemnity Insurance Fund (LPIIF), HomeChoice International and EOH.

In association with our partner Aprio Strategic Communications, we have also assisted: Bidvest, Bidvest Bank, RCL FOODS, Cartrack, Dis-Chem, Capital Appreciation, Absa and BHP Billiton.

Award-winning standards of excellence have won our clients accolades and commendations in financial reporting, investor relations and sustainability reporting from organisations as varied as the Investment Analyst Society SA, IRAS, KPMG, Ernst & Young, ACCA and PricewaterhouseCoopers. Some examples are a winners’ award for Atlantic Leaf Properties Limited at PWC’s Mauritius Corporate Reporting Awards in March 2019 for the Listed Global Business Companies category, as well as two winners and two merit awards for the National Sea Rescue Institute (NGO/NPO category), at the Chartered Secretaries Integrated Reporting Awards. In 2021, Capital Appreciation Limited won the Investment Analysts Society’s Excellence in Communication and Financial Reporting Award for the technology sector.

Partner

Investorsense has a strategic partnership with market-leading strategic communications company Aprio, which assists us in providing a comprehensive multi-stakeholder communications solution to clients.

The symbiotic relationship ensures that our clients have access to the full suite of communications services and support pertaining to investor relations, media relations, crisis communication, internal communications and public affairs.

Our services

STAKEHOLDER ENGAGEMENT STRATEGIES

We specialise in perception studies, offering services such as snap surveys and strategic input on investor perceptions, communication strategies and investment message development. Our expertise extends to the planning and implementation of investor communications programmes, targeting shareholders and identifying key stakeholders.

Additionally, we provide financial media relations and social media strategies to effectively manage and enhance your organisation’s public image.

INVESTOR RELATIONS ADVICE AND SUPPORT SERVICES

We provide strategic advice on investor relations programmes and reputation management. Our services include the compilation and strategic positioning of all communication materials, content development and maintenance of investor relations websites, and management of relationships with financial analysts, shareholders and other key stakeholders.

We also maintain stakeholder databases, offer event management and advisory services for conferences, roadshows, investor days and results presentations, and manage sell-side relations, including reviewing analyst reports and managing consensus forecasts.

SHAREHOLDER COMMUNICATION

We conduct comprehensive gap analyses against peer disclosures and industry best practices, ensuring your organisation stays competitive and compliant. Our services include the compilation of results presentations and booklets, drafting SENS and financial announcements and ensuring disclosure compliance.

Additionally, we offer expertise in drafting and implementing social media strategies specifically tailored to financial results, helping you effectively communicate with stakeholders across all platforms.

Integrated annual report services

Our integrated annual report services include peer disclosure and best practices research, gap analyses against the International Integrated Reporting Framework and King IV, guidance for implementing the International Reporting Framework, content generation for and compilation of integrated reports, and comprehensive project management and support.

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