Saturday Series

USD $40bn market cap and where 80% of funds flow

An IR veteran at a USD $40bn company says 80% of a fund's new cash goes straight back into its existing portfolio. That lines up with our data on Upgraders, and it should shape how you plan your investor engagement.

Ben Williamson

24 April 2025 · 2 min read

This week I spoke with a USD $40bn company and got a great bit of insight that aligns with what we talk about here, and I just had to share it.

80% of new funds go to one place

The person I spoke to this week, let's call him Brad, has been in IR for decades and now works for a US based, USD $40bn market cap stock.

Not bad Brad.

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