Gresham House
Specialist asset management
The Baronsmead VCTs have raised a further £50mn, bringing their total net asset value to c.£450mn. Read more 2w
24 December 2018
24 December 2018
Although political uncertainty drives further volatility in UK markets, this may create selective opportunities for investors.
Whilst large-cap businesses are generally impacted by macro factors, the agility and niche positioning of smaller companies may allow them to react positively to broader economic headwinds.
A good example of this is Inspired Energy, a LF Gresham House Multi Cap Income fund stock that provides energy advisory services.
Inspired Energy operates by advising mid-sized corporations, but is paid in commission from contracts with large energy suppliers, with payments based on the energy usage companies incur. This guarantees multi-year revenue and high earnings visibility for the business.
To read more, visit Your Money >>
More views from Gresham House
Why we think sustainable productive forestry should form the basis of a natural capital portfolio. Read more 4w
Gresham House has celebrated the topping out of a landmark affordable housing development in Henley-on-Thames, South... Read more 4w
Baronsmead VCTs build on fundraise success to launch £50 million share offer Read more 1mo
