Hedge Fund Investor Presentation for Saemor Capital
November 26, 2021
Case Study – Preparing this Dutch hedge fund for meetings with global institutional investors
Their Challenge: upcoming meetings with institutional investors
Saemor’s €500m+ Europe Alpha Fund runs an equity market neutral strategy employing a quantitative stock selection process. With Aegon as a cornerstone investor, Saemor approached us after 4 years of outstanding performance for help as they started the process of marketing to blue chip institutional investors.
Their head of IR, Erwin de Klein, asked us to advise them how to polish their hedge fund investor presentation and to prepare members of the team for meetings with important US institutional investors.
BBA Solution: reworked investment story and polished team
We started by making the team clarify what it is that makes Saemor’s investment strategy unique. Then, re-working the investment story, it became easier for them to explain how they achieve their superior returns and why they expect this great performance to continue.
We took this story and incorporated it into Saemor’s pitch documents, making them world-class. Finally we helped polish how the management team told their story during investor meetings. They adopted our ‘Presentation on a PageTM’ approach, transforming how they engaged with potential investors in meetings.
The Result: meetings, investment & awards
A week after we finished working with them, Saemor flew to the US for a Morgan Stanley Prime Brokerage Capital Introductions event in Greenwich Connecticut.
Lined up to see some of the most important American institutional investors, they were praised for the quality and clarity of their investor materials. They secured meetings with all the investors they wanted to meet.
“It was like a breath of fresh air.” said Sven Bouman, Saemor’s CEO and CIO. “BBA’s approach helped us create a compelling presentation. Most importantly, BBA gave us the confidence to tell our story in a powerful and natural way.”
Erwin de Klein added, “The new presentation properly represents the professional institutional quality of our fund. It has been a step change for us. It is now much easier to explain what we do and why you might want to invest in our fund.”
Now, Saemor have additionally won a series of Hedge Fund awards.
Contact us for a chat about how we can help you with your presenting.
What leaders say about Benjamin Ball Associates
"Essential if you are going to be a spokesperson for your business"
Senior Analyst, Sloane Robinson
"Being an effective communicator is essential to get your stock ideas across. This course is exactly what's needed to help you do just that!"
CEO, Blast! Films
“Our investment in the coaching has paid for itself many times over.”
Corporate Finance House
“You address 95% of the issues in a quarter of the time of your competitor.”
“Good insight and a great toolbox to improve on my presentations and delivery of messages to not only boards, analysts and shareholders but to all audiences”
“We had a good story to tell, but you helped us deliver it more coherently and more positively.”
CEO, IPSO Ventures
“Ben did a great job on our presentation. He transformed an ordinary set of slides into a great presentation with a clear message. Would definitely use him again and recommend him highly.”
“Moved our presentation into a different league and undoubtedly improved the outcome and offer we received.”
Head of IR, Equinox
“A fantastic job reviewing and transforming our marketing material and helping us get our message across with clarity to potential investors.”