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We take a private equity approach to investing in public markets, providing access to global assets with thorough due diligence.
We take an active approach to engaging with our investee stakeholders – including management, shareholders, customers and suppliers. This enables us to capitalise on market inefficiencies and support a clear value creation plan aimed at meeting our investors’ needs.
We make investment decisions with a long-term time horizon. This means we think like business owners. As active managers, our decisions are informed by what we believe is right for our clients’ portfolios, as opposed to managing relative to a benchmark.
A multi-cap income fund with a bias towards investment in small and mid-cap companies.
A fund invested in micro-cap stocks listed on the main market and AIM, with a market cap below £250m.
A genuine smaller companies fund with a focus on good risk-adjusted returns over the long term.
An LSE-listed investment trust, investing in small caps, which seeks to create shareholder value through constructive corporate engagement with publicly quoted companies.
The Baronsmead funds invest in the future of British business – supporting innovative smaller companies that we believe are the driving force of the UK economy.
The Baronsmead funds invest in the future of British business – supporting innovative smaller companies that we believe are the driving force of the UK economy.
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, Strategic Equity Capital plc 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.
David joined Gresham House in October 2022 and is an Associate Director in our Public Equity investment team.
David has five years Investment Banking experience, most recently working at Lazard. Prior to this he worked at Investec providing M&A, ECM, and strategic advisory services to public and private institutions, and spent four years at PwC where he qualified as an ICAEW Chartered Accountant.
David graduated from Oxford University in 2014, with a Master’s degree in Engineering Science.
Tony has been Chief Executive Officer (CEO) of Gresham House since December 2014. He chairs the Investment Committees of Gresham House and Strategic Equity Capital plc and is a Non-Executive Director for Gresham House Asset Management Ireland Limited.
Tony led the management buy-in and established a new management team that transformed the firm from an investment trust into the specialist asset manager it is today.
Tony has a long track record of investing and advising numerous public and private equity businesses. From 2002 to 2011, he established and grew SVG Investment Managers before being asked to lead SVG Advisors (formerly Schroder Ventures, London) as CEO. He started his career at Phillips & Drew Fund Management (later UBS Global Asset Management), one of the UK’s most prominent value investment firms with £60bn in assets under management at its peak and where he was a member of the Investment Committee. He was also previously Chair of the LPFA Investment Panel and Non-executive Board member.
Tony has over 25 years of investment experience and holds an MA in Management Studies from the University of Cambridge (where he was also a junior rugby international and Blue).
Brendan joined Gresham House in November 2018 having previously been at Livingbridge.
Brendan co-manages the LF Gresham House UK Micro Cap Fund and the LF Gresham House UK Multi Cap Income Fund and leads Gresham House’s Healthcare sector investment strategy.
Prior to Livingbridge Brendan spent four and a half years in technology investment banking at Canaccord Genuity having studied commerce with a focus on finance at Melbourne University.
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.
Cassie joined the Public Equity team in July 2021.
Prior to joining Gresham House, Cassie was part of the Corporate Broking team at Citi, having previously spent two and a half years at Investec.
Cassie graduated from the University of Cambridge in 2015, before completing an MSc at the London School of Economics and Political Science.
George joined the Public Equity investment team at Gresham House permanently in January 2024 having previously undertaken an internship from May 2023. George works across all three open-ended funds and the investment trust within the Public Equity division, conducting sector-agnostic equity research to generate and execute on new investment ideas and support portfolio management.
Prior to joining Gresham House, George worked for a private European fintech company, providing technology services to UK fund managers investing in emerging markets. He then completed the CFA Level 1 in February 2023.
George graduated from Cambridge University with a History degree and three academic awards in July 2022.
Jamie joined Gresham House in October 2022 as a Client Services Associate within our Institutional Distribution team.
He previously spent five years at Cazenove, the wealth management arm of Schroders as a Client Services Executive within their Charities team. Prior to that, Jamie worked within the UK Retail Sales team at Schroders.
Jamie holds the CFA Institute Investment Foundations Certificate and Unit 1 of the IMC.
Belinda joined Gresham House in July 2024 as an Analyst in the Institutional Distribution team.
Prior to Gresham House, Belinda worked at GAM Investments as a Distribution Trainee during her industrial placement year working alongside the RFP, Global Consultant Relations, and Client Service Operations teams.
She holds a BA (Hons) in Politics, Philosophy and Economics from Loughborough University with a Diploma in Professional Studies.
Keisha-Ann joined Gresham House in November 2020 as part of the Institutional Sales team and is responsible for institutional business development and consultant relations, fundraising across Gresham House’s Real Assets strategies.
Prior to Gresham House, she spent five years at quantitative investment manager, Winton, where she was responsible for investor relations coverage of investment consultants and Winton’s global institutional and wholesale clients including pension funds, sovereign wealth funds, investment banks, family offices and endowments.
Keisha-Ann holds a BA (Hons) in Geography from the University of Leeds.
Heather is Managing Director, Institutional Business and a member of the GHAM Board.
Prior to joining Gresham House, Heather spent seven years at Fidelity International, latterly as Head of Institutional Distribution for UK & Ireland. She also previously held business development and client relationship positions at BankInvest, Capital International and Gartmore where she focussed on U.K & Ireland and Nordic institutional investors.
Heather has over 25 years of financial experience and holds a BA (Hons) in Politics from Durham University and the Investment Management Certificate from the CFA Society of the UK.
Claire joined Gresham House in August 2023 as Head of Business Development in the UK and Irish Institutional market.
Prior to Gresham House, Claire worked at Schroders for ten years and held positions as Head of Sustainability UK and Co-Head of the UK Institutional Business.
Claire started her career at M&G Investments, before moving to Baring Asset Management where she spent 11 years with the last six years in a UK Institutional Business Development role.
Claire is IMC qualified and has obtained the CFA ESG certificate.
Ben is Head of Institutional Business, and joined Gresham House in May 2024.
Prior to joining the firm Ben was the EMEA Commercial Officer at Cambridge Associates, where he was responsible for Business Development & Marketing focussing on Institutional investors, Endowment & Foundations and Family Offices. Before, joining Cambridge Associates, Ben spent 18 years at Mercer Investments in several leadership roles including European Head of Mercer Sentinel and the UK Head of Fiduciary Management. In his previous roles Ben has been responsible for developing propositions across Europe, Asia and the Middle East, including spending time as the Head of Mercer’s Middle East business based in Dubai.
Ben holds a MSc in Accounting and Finance from DeMonfort University and a BSc (Econ) in Accounting and Financial Management from the University of Buckingham. He is also a qualified Actuary, has passed the Investment Management Certificate and has over 20 years-experience in the financial industry.
David joined Gresham House in June 2023 as an RFP Analyst within our Institutional Distribution team. He is responsible for ensuring the consistency and quality of the firm’s investment proposal content and processes as well as contributing to the production of marketing materials.
David has over 15 years of experience within financial services distribution, having worked with a number of global fund management firms as an investment and RFP writer and business manager.
He holds an MA (Hons) in Modern Languages from the University of St Andrews and the Investment Management Certificate.
Alastair joined Gresham House in 2023 and is responsible for growing and maintaining relationships with institutional asset owners and consultants.
Alastair has over 15 years’ experience working with institutional investors. Prior to Gresham House, Alastair worked at Ninety One where he was responsible for business development with UK institutions. Prior to Ninety One, Alastair held business development and client management positions at Goldman Sachs Asset Management, focussing on the UK and Ireland.
Alastair holds a BA in Management Studies from Nottingham University, the CFA Certificate in ESG Investing and is a CFA charter holder.
Harry joined Gresham House in December 2023 as an Analyst in the Institutional Sales team.
Prior to this he completed a 3-month internship with the team.
He holds a First Class BA (Hons) in Geography from Durham University having graduated in 2022.
Liz joined Gresham House from Legal & General Investment Management, where she was an Investment Reporting Analyst working with Institutional clients.
Prior to Legal & General, Liz held roles as a Client Service Analyst at Wellington Management, covering the Global Wealth channel in Europe and Asia, and as an Investor Relations Specialist at NewSmith Asset Management.
Liz holds the Investment Management Certificate and has a BA in French & Spanish from University College London.
Anthony’s background is in investment banking, having previously worked for international firms in London, New York and South America, including Macquarie and Merrill Lynch. At Gresham House, he is responsible for business development, marketing and sales for our forestry and new energy assets, also managing one of the funds.
Anthony has a BA (Hons) in History from Newcastle University and is an Investment Management Certificate holder. He is also a registered adviser with the Financial Conduct Authority.
Chris is a Managing Director in the Wholesale Distribution team and joined Gresham House in July 2021.
Prior to this he was Head of Strategic Partnerships at LGBR Capital where he focused on developing key strategic relationships in the UK discretionary market. He was one of the founding members of LGBR Capital, helping to grow the business from launch in 2012 into one of the largest outsourced distributors in the UK.
Chris previously held business development and client relationship positions at Matrix Asset Management and Goldman Sachs.
Chris has 14 years’ industry experience and holds a BSc (Hons) in Economics from Queen Mary, University of London. He is a CAIA Charterholder and has passed both the Certificate in ESG Investing and the Investment Management Certificate from the CFA Society of the UK.
Andy has over 20 years’ industry experience and joined Gresham House in October 2019 after spending two years at BNP Paribas. Prior to this he spent six years as investment sales director at BNY Mellon, focusing on family offices and the London discretionary market.
He has also worked in the business development team at Skandia Investment Management, helping launch the Spectrum range of funds. He holds a BA (Hons) in Economics, the CFA Certificate in Investment Management, the CFA Certificate in ESG Investing, the CII Certificate In Discretionary Investment Management, the CII Certificate in Investment Operations and the CII Diploma in Financial Planning.
Rees joined the Wholesale Distribution team in July 2022.
Prior to joining Gresham House, Rees worked within the UK Investor Relations team at Comgest Asset Management and within the Asset Management team at Willis Towers Watson.
Rees is currently studying for his Investment Management Certificate.
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