Strategic Equity Strategic Equity

CEO Tony is an experienced investor with over 20 years in the industry and has advised numerous public and private equity businesses. In December 2014, Tony became CEO of Gresham House and brought in a new management team that has transformed the company from an investment trust into an AIM listed specialist asset management group.

Tony started his career at Phillips & Drew Fund Management (later UBS Global Asset Management), one of the UK’s most prominent value investment firms with £60 billion in assets at its peak. He was a member of the UK Equity Investment Committee with responsibility for managing over £1.5bn of UK equities. Tony holds an MA in Management Studies from the University of Cambridge.

Graham leads the Strategic Public Equity strategy alongside Tony Dalwood. He is experienced in fund management and in building both corporate advisory and asset management businesses. Prior to joining Gresham House in 2015, Graham spent six years as a senior executive at PayPoint Plc, most recently as director of strategic planning and corporate development.

He was also executive chairman and president of PayByPhone, a multi-national division of PayPoint operating out of Canada, the UK and France between 2010-2014. Graham began his career in audit and corporate finance at Deloitte and Cazenove, and holds an MA in Economics from the University of Cambridge.

Ken is Managing Director, Public Equity, and leads the investment team managing public equity investments. He is lead manager for LF Gresham House UK Micro Cap Fund, LF Gresham House UK Multi Cap Income Fund and manages AIM listed portfolios on behalf of the Baronsmead VCTs. Ken graduated from Brasenose College, Oxford, before qualifying as a Chartered Accountant with KPMG. He was an equity research analyst with Commerzbank and then Evolution Securities prior to spending the past 12 years as a Fund Manager at Livingbridge and now Gresham House specialising in smaller companies.

Richard works alongside Graham Bird in our Strategic Public Equity team. He entered fund management 20 years ago and is a Chartered Accountant. After initially starting at a hedge fund, he moved to Société Générale Asset Management where he was made Head of UK Small Companies after becoming a CFA charter holder in 2002.

Richard then became a Founding Partner of River and Mercantile Asset Management in 2006, responsible for the top quartile performing UK Small company and UK Income Funds and helping grow the business to over £2bn AUM. In 2013 he joined Majedie Asset Management to initially co-manage and then solely run the small companies investments within the flagship UK Equity Service. These investments peaked at over £900m, while overall firm AUM doubled to £15bn during his tenure.

Brendan joined Gresham House in November 2018 having previously been at Livingbridge. He studied commerce with a focus on finance at Melbourne University and subsequently spent four and a half years in technology investment banking at Canaccord Genuity.

Bevan joined Gresham House in November 2018, having been at Livingbridge since 2006. Bevan has overall responsibility for all portfolio management activities for the Baronsmead VCTs. He also directly manages portfolio investments and has been an active board member of several Baronsmead investee companies including MLS, Eque2, Key Travel and Pho. He qualified as a Chartered Accountant at KPMG in New Zealand, where he provided consultancy services to fast growing small businesses.

David joined Gresham House in November 2018 from Livingbridge. He studied Politics & Psychology at Cambridge, specialising in behavioural economics. From there, a passion for innovative businesses led him to joining Propercorn, a newly-minted FMCG start up.

After a year spent developing the commercial side of the business, focusing on establishing new distribution channels, he studied for an MSc in Management at Imperial College Business School and then worked at Puma Investments.

Graeme joined Gresham House in November 2018 having previously been at Livingbridge. He works on the equity funds team and helps to identify attractive new investments for the funds. This involves meeting and researching a wide range of companies and then monitoring their development. Graeme began working life in the Royal Air Force, before making a career change away from flying and into investment.

Originally at F&C Investments, he managed European small cap funds before moving to a more global approach at PineBridge Investments. Over this time he have seen many businesses grow and develop, as well as many that have faltered or failed. This experience helps him in his daily role of researching and investing in smaller listed companies.

With over 20 years in private equity, Hazel is an experienced investor, board director and has helped build numerous quality boards. Hazel qualified as a Chartered Accountant with Arthur Andersen before spending a few years in corporate finance with British Linen Bank advising public and private companies.

She joined 3i in 1993 and in 2000 opened a London private equity office for Bowman Capital, a $6bn hedge fund with $750m for private equity. She invested throughout Europe before gaining operational experience by heading up the UK for Cross Atlantic Capital Partners. Since 2000, Hazel has been sitting on boards for private equity and independently and since 2006, she has been formally helping companies build quality boards and management teams.

Hazel joined Gresham House in March 2019. She continues to help create and maintain quality teams and is a Strategic Advisor to B&S Group.

Henry joined Gresham House in November 2018 having previously been at Livingbridge since 2016. He focuses on growth capital investments in the technology and financial services sectors. Prior to Livingbridge, he worked at VCT fund manager Foresight Group for three and a half years, and at TMT focused strategy consultancy Spectrum for six years on projects in wireless communications, technology and media strategy. He has a first class degree in Politics, Philosophy and Economics from Oxford and is a CFA charter holder.

Jessica joined Gresham House in November 2018 having previously been at Livingbridge for 5 years. Based in the London office she works as the Middle Office Manager for the Baronsmead VCTs and Gresham House Equity Funds. Jessica is a qualified management accountant and holds a BA (Hons) in Business Management from the University of Lincoln.

Laurence works alongside Graham Bird in the Strategic Equity team, working on both public and private equity transactions across a range of sectors for Gresham House Strategic. He also supports fundraising and investment activities for our Real Assets division.

Laurence has a Bachelor’s Degree in Politics with Economics from the University of Warwick. During his studies, Laurence interned at Rothschild & Co, working on the Mergers and Acquisitions Team in the Industrials sector, and at Barclays Capital on the Equities trading floor

Masrur joined Gresham House in November 2018 having previously been at Livingbridge where he worked across the VCT and Equity Funds’. Prior to that, he spent 2 years in ecommerce and trading at Dixons Carphone and 6 months as a trainee accountant with HT Accountants. He holds a first class BSc in Accounting from the University of Westminster.

Maya joined Gresham House in September 2019, having spent 4 years at Octopus Investments, investing in real estate-backed healthcare companies and entrepreneurs. Prior to that she worked at KPMG for 7 years in audit and corporate finance. She has a first class degree in Modern History from Oxford and is a Chartered Accountant.

Steve joined Gresham House in November 2018 after the Livingbridge acquisition. Steve leads the unquoted investment team on behalf of the Baronsmead VCTs. Steve is a qualified Chartered Accountant and prior to moving into Private Equity he advised Corporate and Private Equity clients on a range of corporate finance and due diligence matters on transactions up to £2bn in value at KPMG.

Steve has a depth of experience in sectors including TMT, Leisure, Consumer and Business Services. Notable investments include Carousel Logistics, Moteefe,  Boilerjuice, Happy Days Nurseries and Symphony Ventures.

Tania joined Gresham House in November 2018 having been at Livingbridge for 13 years. She has worked on the Baronsmead VCTs since she joined, progressing from administration assistant to Finance Manager in 2011 and qualifying as a Chartered Management Accountant in 2012 while at Livingbridge.

Tania previously worked at a Chartered Accountancy practice in New Zealand for eight years where she began her accounting training. She holds a BBS in Accounting from the Open Polytechnic of New Zealand.

Tom started working at Gresham House in 2018, having previously been at Livingbridge since 2015. Prior to that he was at KPMG for 6 years, working across a number of departments with a focus on private equity transactions. He has a first class BSc (Hons) in Biology from the University of Bristol and is a Chartered Accountant.