As an institutional investor, each year we arrange in excess of 1,000 face-to-face meetings with the management of companies and site tours of their operations. The visits provide deep insights into a business and its operations and are critical to our investment decision-making process.
But with companies required to disclose to all investors material information about their business, why bother with company visits?
In an article published in Cuffelinks, I discuss the importance of company visits. To read the full article, click here.