Gresham House
Specialist asset management
Gresham House has invested further in its UK housing team with the appointment of Claire Cooper as director of shared... Read more 2d
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 >>
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