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Reficio Investor Relations

Many shall be restored that now are fallen and many shall fall that now are in honor. - Horace

Reficio in Latin means to repair, renew, or restore. At Reficio Investor Relations, we aim to help companies remake or repair an under-performing or minimal investor relations function. What makes Reficio Investor Relations unique is the combination of both sell-side and investor relations experience. Our expertise lies using analysis to clearly and confidently present a company to the investment community.

Our sell-side background spans nearly 10 years of experience across several verticals. Vertical expertise includes U.S. Internet, Chinese Internet, Health care IT, and Digital Health care. Our time on the sell-side spanned several hundred notes between 2007 and 2016. Our tenure spanned 10 initial public offerings (IPOs) across multiple verticals with significant involvement in the Everyday Health (EVDY) and Fitbit (FIT) IPOs. In 2015, we ranked second in excess alpha generation (stock picking), and published nearly 200 notes during the year. From 2007 to 2010, we participated in every investment committee meeting in Stifel Research. Our greatest stock calls were shorts (EHTH and CERN), which provides a unique perspective for investor relations.

We also bring two years of Investor Relations experience as a lead Investor Relations Officer at DuPont Fabros Technology, a $7B market cap data center REIT, which was acquired by Digital Realty Trust (DLR). As the lead IRO, we oversaw investor relations strategy and messaging, the quarterly earnings process, consensus modeling, board reporting, and competitive intelligence. We highlight two key accomplishments as lead IRO: (1) establishing a visible and well-respected IR program where one did not previously exist, and (2) becoming a lead IRO in the data center vertical within one year with no prior industry knowledge or experience.


Overtime, we intend to provide thoughts / philosophies on how to perform the IR function optimally. We hope that readers will find our perspective interesting. 

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