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
September 2023
September 2023
What draws global private equity investors to the UK public markets? It’s more than just cheap valuations. Could it be the catalyst for a re-rating of UK equities?
Ken Wotton and Brendan Gulston delve into the types of companies that private equity investors seek and the reasons why so many high-quality UK companies are better priced compared with their international equivalents.
They also explore:
- A comparative analysis of the broader UK equity market versus its overseas counterparts
- A deep dive into M&A activity and the robust fundamental characteristics of many UK smaller company stocks
- The significance of dividends and dividend growth in an inflationary market
More views from Gresham House
Close of second BSIF flagship fund gives LGPS investors access to innovative real asset-based solutions to the UK’s... Read more 3w
Gresham House launches first institutional private equity fund to back UK growth companies Read more 3w
Gresham House Forest Growth & Sustainability LP raises £300mn Read more 1mo
