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Fund Managers Ken Wotton and Brendan Gulston have been featured in Citywire’s list of managers on the up. The list highlights managers with ‘the best records not only of navigating the buoyant markets since the turn of the year, but who also weathered the sell-off that hit at the end of 2018.’
Highlighting the Gresham House UK Micro Cap Fund, Citywire’s McGagh comments that:
“The domestic market, and particularly the junior Alternative Investment Market, hasn’t been the easiest place to invest since the EU referendum in 2016 but this Gresham House pair have managed to hit the top rating on more than one occasion.
Ken Wotton and Brendan Gulston had an unbroken run at AAA status from August to January before two months at AA but have regained the top rating this month.
Gresham House UK Micro Cap was launched in 2009 and is still a minnow at £168 million but with big returns. In the past three years it has delivered 45.5%, placing just inside the top 10 of the Investment Association’s 48-strong UK Smaller Companies sector over that period.”
McGagh notes that:
“The largest holdings in the fund are Filta Group (FLTA), which provides environmental kitchen solutions, legal services business Knights Group (KGHK), and pension consultants Mattioli Woods (MTWL).”
Commenting on the Fund, Ken and Brendan say:
“We continue to focus on less cyclical, high quality, niche growth businesses, which we believe can deliver strong returns through the market cycle and regardless of the wider economy,”
This article was originally published in Citywire.
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