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How to Write a Shareholder Letter Create a format that will benchmark performance. Using a similar format each year will help shareholders easily benchmark a company's performance. ... Focus on accomplishments, not activities. ... Look forward. ... Rigorously review. ... Conclusion.
A shareholder letter is written by the executives of a company to the shareholders, briefing them on its operations during the year. The shareholder letter covers the year's financial results, market conditions, key achievements, challenges, and upcoming plans for the upcoming years.
Understanding Shareholder Letters The letter may address specific items within the company's financial statements or filings such as the 10-K or 10-Q, so it can be a good idea to look for information within these documents that substantiate claims made within the shareholder letter.