About Us
Our team brings over eight decades of combined investment experience spanning both buy-side and sell-side perspectives, with professionals who have directly evaluated corporate management teams, analyzed strategic initiatives, made critical investment decisions, and facilitated connections between corporates and the investment community across diverse market conditions. Having spent years both assessing companies from an investor's perspective and engaging with clients to bridge the corporate-investor divide, we possess unique insights into what drives investment decisions, how management messaging resonates (or fails to resonate) with the investment community, and the common disconnect between corporate strategy and market perception. This deep institutional knowledge, combined with our extensive network of relationships across the investment landscape, enables us to provide corporate IR departments with candid, actionable feedback on their investor outreach effectiveness, strategic messaging clarity, and overall market positioning—ultimately helping management teams bridge the gap between their vision and investor understanding to drive better market recognition and valuation outcomes.
Executive Biography
Dean Martin
President and Founder
Mr. Dean Martin brings 26 years of distinguished experience in the investment management industry, most recently serving as Senior Portfolio Manager - Global Equities at the State of Wisconsin Investment Board, one of the most highly respected pension funds in the world. In this role, he served as the primary decision maker for buy and sell decisions across a portfolio exceeding $3 billion in assets under management.
​
Dean's expertise in the global consumer sector is built upon a rigorous investment process honed through years of managing institutional capital at the highest level. As the lead portfolio manager, he developed and executed investment strategies that required comprehensive analysis, disciplined risk management, and decisive portfolio construction decisions. This hands-on experience as the ultimate decision maker provides him with deep insights into the investment process that institutional clients value most.
​His career progression from Junior Analyst to Senior Portfolio Manager at one of the investment industry's most respected institutions demonstrates both technical excellence and leadership capability. Throughout this journey, he has consistently demonstrated proficiency in stock selection, portfolio construction, and risk management while maintaining the fiduciary standards expected by sophisticated institutional investors.
​
Academically, Dean holds both an undergraduate degree and an MBA in Finance and Investments. He has further enhanced his professional acumen through executive education, completing the Advanced Management and Leadership program at the University of Wisconsin. Additionally, he has specialized training from Boston-based Business Intelligence Advisors in Strategic Information Collection and Tactical Behavior Assessment, providing him with advanced skills in corporate management team evaluation that inform his investment decisions.
Dean's proven track record of institutional-quality portfolio management, combined with his comprehensive investment process and continuous professional development, positions him to deliver the sophisticated investment solutions that discerning clients demand.
Increasing Value to Shareholders
We help companies enhance shareholder value by aligning corporate strategy, financial performance, and investor communications. Our approach identifies key drivers of valuation and implements actionable steps to improve market perception. By bridging the gap between management goals and investor expectations, we position clients for stronger, more sustainable growth.
