50532
Institutional portfolios are far more diversified by label than they were three decades ago, incorporating alternatives and private assets for up to 50% in allocations, significantly including a variety of private asset exposures, such as private equity, core-to-value-add infrastructure and real estate.
In this edition of the Baronsmead
VCTs newsletter, we look at the latest
developments across the portfolio
and share our insights and updates.
The UK’s Autumn Budget 2025 included a meaningful set of reforms to the Venture Capital Trust (VCT) and Enterprise Investment Scheme (EIS) rules, designed to help high-growth businesses access more “follow-on” capital as they scale beyond the start-up phase.
The Public Equity team reflect on the 2025 market and assess the conditions for UK small and mid caps in 2026.
Join the Strategic Equity Capital fund management team, Ken Wotton and David Bickerstaffe in discussion with Chris Elliott Managing Director, Wholesale Distribution, where they provide the latest portfolio and investment activity updates.
Over the past decade, natural capital has evolved from a specialist allocation to an essential component of strategic portfolio construction.
In our latest Baronsmead VCTs newsletter we cover our intention to fundraise, portfolio, performance market insights and news from our portfolio companies.
For the latest in his series of interviews with members of the senior Gresham House team, Tony Dalwood talks to Rupert Robinson
Investors are rediscovering the real reason to act – profit. From food to water, resource-driven arbitrage is emerging and capital is taking its position, says Gresham House natural capital director Eoin McDonald.
We are pleased to have announced that GRID has signed long-term floor-pricing agreements with two counterparties, which will supplement GRID’s existing two-year tolling agreements with Octopus Energy and will significantly increase GRID’s long-term contracted revenues over the next ten years.
Explore how climate change is reshaping timber markets. Discover rising demand, limited supply, and timber’s role in portfolio diversification. Request your copy of the Gresham House Global Timber Outlook 2025.
We are pleased to share our fifth annual Sustainable Investment report, covering our range of initiatives and commitments.
For the past 18 months UK equities have experienced heightened takeover activity at a time when the IPO market has effectively been closed.
Investors are rediscovering the real reason to act – profit. From food to water, resource-driven arbitrage is emerging and capital is taking its position, says Gresham House natural capital director Eoin McDonald.
In our latest Baronsmead VCTs newsletter we cover fundraising, portfolio, performance market insights and news from our portfolio companies.
For the latest in his series of interviews with members of the senior Gresham House team, Tony Dalwood talks to Rupert Robinson
The latest instalment of the IPE Real Assets magazine focuses on land-based natural capital, in the form of forestry, agriculture and other related and adjacent investments.
WS Gresham House UK Multi Cap Income Fund 2025 outlook
For the past 18 months UK equities have experienced heightened takeover activity at a time when the IPO market has effectively been closed.
The latest in Tony’s series of interviews
This report provides an analysis of Gresham House’s real asset funds using the Place-Based Impact Investing (PBII) Reporting Framework.
The latest in Tony’s series of interviews
Takeover activity has been a persistent theme over the last 18 months, a trend that is expected to continue as long as UK equities continue to trade at a stark discount to international markets, private companies, and history.
In 2021, the UK Government passed the Environment Act, a critical piece of legislation that aims to protect and enhance the environment. By putting a monetary value on nature, the regulations play an important role in protecting ecosystems and accelerating the growth of the biodiversity market.
The UK Infrastructure Bank has committed a £35 million investment into Cornwall-based internet provider Wildanet.
Recent research by Gresham House and mallowstreet shows that UK pension funds, LGPS and insurance firms are increasingly looking to invest in natural capital
Gresham House has raised £50mn from South Yorkshire Pensions Authority for Gresham House Forest Fund VI LP
We are pleased to announce a tolling agreement with Octopus Energy. Delivering significant contractual income for GRID and benefitting UK electricity bill payers
Gresham House Residential Secure Income LP, has raised a further £125mn from two UK local authority pension schemes, to invest in affordable shared ownership homes in the UK.
A new report highlights the growing appetite for natural capital investments in institutional portfolios, with half of UK asset owners saying they already invest in natural capital or will do so within the next 18 months.
For the past 18 months UK equities have experienced heightened takeover activity at a time when the IPO market has effectively been closed.
We are pleased to share our fourth annual Sustainable Investment report, covering our range of initiatives and commitments.
The Baronsmead VCTs have raised a further £50mn, bringing their total net asset value to c.£450mn.
Why we think sustainable productive forestry should form the basis of a natural capital portfolio.
Brendan Gulston, Co-fund manager at Gresham House discusses why apathy in the UK market is great.
New research on nature funds highlights the need for increased funding into effective nature-based solutions (NbS) to tackle climate change.
Investors are turning their attention to natural capital as the depletion and damage to global natural resources are fast translating to financial risks.
Gresham House agrees deal with Chartway Partnerships Group for the completion and delivery of remaining shared ownership homes.
We believe there are a number of reasons to be more optimistic about the UK equity markets particularly smaller companies.
Our AI content series will involve several conversations with CEOs across our portfolio companies, discussing how they are embracing AI technology.
We are delighted to announce that the acquisition of Gresham House by Searchlight Capital Partners is complete.
Gresham House Residential Secure Income LP (ReSI LP), has agreed a £30mn sustainability-linked credit facility with MUFG to support the delivery of shared ownership housing in the UK.
The latest in Tony’s series of interviews
The experiences of UK equity investors over the last quarter-century were shaped by major episodes of market stress. Today, we see near-term catalysts for a small-cap revival
Close of second BSIF flagship fund gives LGPS investors access to innovative real asset-based solutions to the UK’s biggest environmental and social challenges.
With the LF Gresham House UK Multi Cap Income Fund passing through its six -year anniversary, co-managers Ken Wotton and Brendan Gulston share their six key investment ingredients.
The latest in Tony’s series of interviews
Tackling the hottest topic in alternative investment management
Peter Bolton explains the market for collocation of battery storage and renewables
Commissioned report on biodiversity and natural capital with Pensions for Purpose
The latest in Tony’s series of interviews
Ken Wotton speaks to Neil Shah at Edison about his private equity mindset to investing in public markets.
Our new CIO newsletter, covers all you need to know about the current environment in global forestry investment.
An introduction to the profile of Ireland as a destination for forestry investment
Ken Wotton discusses the volatility in the equity market.
In the latest in our CEO interview series, Tony catches up with Managing Director, Olly Hughes.
Ken Wotton and Brendan Gulston look in depth at the year ahead
In the latest in our CEO interview series, Tony catches up with Managing Director, Rupert Robinson.
A short research paper investigating past performance in US and UK forestry, and the prospects for growth
Chief Executive Tony Dalwood speaks with Ken Wotton about Public Equity
A short case study on why we created our Forest Charter
Chief Executive Tony Dalwood speaks with Trevor Hope about VCTs.
Private markets have an important role to play in the UK housing sector, Brandon Holloway explains.
Chief Executive Tony Dalwood speaks with Peter Bolton about battery energy storage collocation
Francis Ireland discusses why investors are turning to Forestry in difficult times
Ken Wotton and Brendan Gulston outline key ways to navigate volatile markets
Chief Executive Tony Dalwood speaks with Heather Fleming
Ken Wotton looks at four income stocks to consistently deliver robust dividends
Chief Executive Tony Dalwood speaks with Ben Guest, Managing Director of our Energy Transition business
Gresham House publishes its second Sustainable Investment Report
A statement from Gresham House regarding the Russian invasion of Ukraine
Chief Executive, Tony Dalwood interviews Olly Hughes, Managing Director of our Forestry business
Francis Ireland writes on why forestry could be a safe haven for investors in times of increasing inflation
In the first of a series of interviews with divisional heads, Chief Executive, Tony Dalwood speaks with our Head of Housing, Ben Fry
There were many pledges made at the recent COP26 summit in Glasgow, some of which could have an impact on forestry investments.
Sustainable Investment Manager, Jonathan Walker discusses the implications of COP26 for alternative asset managers.
We hosted our inaugural Capital Markets Day on Thursday 4 November, providing an update on GH25 progress and insights into the business
Analyst Francis Ireland looks into how US lumber futures could show the path for forestry investments
Rebecca Craddock-Taylor and Peter Bachmann discuss their ideal outcomes for COP26
Timber price increases this year underline the arguments for planting more productive conifers, says Anthony Crosbie Dawson
Ken Wotton discusses finding hidden gems in the current UK economy
Ken Wotton outlines his proprietary processes and techniques for maintaining conviction in small caps
An educational series examining the smaller end of the UK equity market as represented by the Numis Smaller Companies Index.
Forestry as an asset class is well-placed to benefit with carbon prices on the verge of a dramatic increase
Peter Bachmann presents the key note at the IPE Real Assets & Infrastructure Global Investor Conference
Rebecca Craddock-Taylor looks back at the sustainable investing landscape in 2020
This International Women’s Day we celebrate the brilliant women who have helped build Gresham House to the success story it is today
Anthony Crosbie Dawson looks into why increasing US imports of timber will benefit the UK’s timber producers
Managing Director, Forestry, Olly Hughes explains how UK forestry has provided investors with a source of shelter amid the COVID-19 storm.
In this detailed report, Gresham House looks at the drivers behind global timber consumption, which we believe will result in increasing timber prices and therefore also forestry asset values.
Despite sweeping dividend cuts across the UK equity space in the last couple of months, investors should not make any rash changes to their portfolios
The impact of COVID-19 has been dramatic for everyone, in both their personal and business lives. The sell-off in equity markets has been severe, triggering the most rapid bear market in history.
In the current low-yield environment, investors are increasingly looking to alternative asset classes in order to try to enhance returns. Olly Hughes discusses the Forestry imperative
Speakers from Gresham House, Preqin and PRI discuss the commercial Forestry opportunity
Bevan Duncan and Ken Wotton look into the UK’s vibrant and growing early stage investment ecosystem and the available opportunities to back ambitious management teams in high-growth businesses.
The Big Picture Conference explored the potential for re-wilding large parts of Scotland, with inspirational stories and experiences from around the world presented by practitioners, policymakers and storytellers.
Brendan Gulston, co-manager of LF Gresham House UK Micro Cap, explains how the LF Gresham House UK Micro Cap Fund builds on the company’s private equity heritage and network to find small companies with the potential to be long-term winners.
Gresham House picked up the top award for the Best New Commercial Woodland at the 2019 Scotland’s Finest Woods Awards
Research from the University of Cambridge demonstrate advances in the development of sustainable housing and infrastructure, supporting the investment case for this asset class.
Ken Wotton provides a half year update on the outlook for our UK Micro Cap and UK Multi Cap Income funds
From Hargreaves Land, the land is situated at Glentaggart near Glespin in South Lanarkshire, joins Gresham House’s extensive tax-efficient commercial portfolio, providing around 10% of the UK’s annual softwood harvest.
The primary home of micro-cap companies, AIM, has considerably evolved and expanded since its launch almost a quarter of a century ago.
A recent article from New Scientist, “Our wooden future: making cars, skyscrapers and even lasers from wood”, talks about wood being processed into a super-material with extraordinary properties.
Ken talks to FundCalibre about investing in some of Britain’s most interesting entrepreneurs and participating in their companies’ growth as their businesses mature and develop.
Non-Executive Chairman, Anthony Townsend releases statement prior to Gresham House plc AGM, regarding progress with management plans in the first half of 2019 and our successful organic growth.
We are pleased to announce a strategic investment into AIM-listed engineering business Pressure Technologies. Pressure Technologies is a company we have been monitoring and engaging with for over a year as the business goes through significant strategic and management changes, and the team is delighted to be able to translate this interest into a material investment.
The UK went coal free for more than 90 hours over the Easter weekend, breaking the previous record set In April 2018
BSIF has partnered with Rise Homes to invest in Private Rented Sector (PRS) housing
The IA UK Equity Income sector’s reputation as a challenging space for investors seeking diversification has led to disproportionate investing in a relatively small number of stocks.
Ken Wotton talks to FE Trustnet about his process when finding fast-growing, innovative and disruptive companies in the small-cap space.
Portfolio Adviser features the LF Gresham House UK Multi Cap Income fund as one of only three products in the UK Equity Income sector to deliver positive returns in the period to 6 December 2018.
Although political uncertainty drives further volatility in UK markets, this may create selective opportunities for investors.
Gresham House
Specialist asset management
