Recovery Strategy

We benchmark communication campaigns from companies that have been especially impacted by COVID-19 but are well-positioned to recover over the next two years. The strategy started with U.S. stocks that fell significantly from their previous share price peak during the pandemic and are consumer or business-related companies serving key demand segments.

Companies are screened based on credit quality and potential access to funds available through the Coronavirus Aid, Relief and Economic Securities (CARES) Act. The list is further narrowed based on corporate size, capital strength, long-term earnings improvement potential and analyst coverage.

The U.S. is actively on the recovery path—and getting back on track urgently

WHAT WE CONSIDER

  • As COVID-related government restrictions are eased, consumers and businesses will gradually return to previous patterns of demand and consumption.
  • Companies in the portfolio could potentially return to business activities and previous earnings cycles as the economy recovers.
  • These companies serve key consumer demand segments such as transportation, hotels, restaurants, airlines, travel, casinos, leisure, specialty retail, gasoline, insurance, housing and financials and/or related consumer companies.

OWN THIS STRATEGY

To invest in one of our strategies, please contact your marketing/PR agency or firm. If you don’t work with a 3rd party agency, or need further assistance, please contact us.

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