Gresham House
Specialist asset management
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
