Gresham House Global Small Company Fund

There is a lot going on in equity markets today.

In the short term, there are a couple of factors at play. Firstly, 2022 is turning out to be the year in which inflation returns and it is deflating the bubbles that had built up in financial markets over the last decade. Secondly, 2022 has been a year of negative surprises, of which the war in Ukraine and its impact on energy prices is one, and the continued COVID shutdown in China is another.

Join Senior Client Relationship Manager, Ian Naughton and Fund Manager, John Mattimoe, as they discuss the current economic environment, review the valuation of the Small Cap sector, and update on performance of the Fund.