Investor relations & capital-markets communication · Core
Investment case
Also called: equity story
ELI5
The argument for why an investor should own or finance a company or security.
Used in conversation
“The Q&A needs a direct answer on investment case.”
Pitch context
You will see “Investment case” in annual reports, earnings decks, filings and investor presentations when the discussion reaches investor relations & capital-markets communication.
Why it matters: In investor relations & capital-markets communication, a loose definition can change rights, obligations, approval, disclosure or enforceability.
Caution
Meaning, enforceability and required process vary by jurisdiction and agreement; this definition is not legal advice.
Connected terms
- Business caseThe search label “investment case” can route to both entries.
- Equity storyThe search label “Equity story” can route to both entries.
Sources & evidence · 4
Direct term-level sources and supporting source families.
- U.S. Securities and Exchange Commission — How to Read a 10-KDirect source · primary · checked 2026-08-16
- U.S. Securities and Exchange Commission — EDGAR and filing resourcesDirect source · primary · checked 2026-08-16
- OECD — G20/OECD Principles of Corporate Governance 2023Direct source · institutional · checked 2026-08-16
- U.S. Securities and Exchange Commission — Non-GAAP Financial Measures — Compliance and Disclosure InterpretationsSupporting source family · primary · checked 2026-08-16