26681
Strategic Equity
The fund targets capital growth over the long term (in excess of five years) as well as consistent annual returns from a quality and fundamentals-focused investment strategy.
Our experienced team identify niche growth businesses with strong long-term financial performance, established management teams and a sound market position to deliver future growth potential.
We believe there is significant opportunity in the segment of the market between £250mn and £1bn market cap at point of investment, because:
A structured and disciplined process designed to insulate us from macro and external factors that might affect companiesā performance.
There is significant opportunity in the segment of the market between £250m and £1bn at point of investment, which our process seeks to unlock:
Fund Manager, Ken Wotton recently caught up with Stuart Quin, Chief Executive of Medica, to discuss the impact of our investment in the company.
Medica is the market leader in provision of teleradiology services, helping hospitals to provide high-quality patient care and reduce waiting times for radiology reports.
Medica is a current Smaller Companies portfolio holding as at December 2022.Ā
Prospective investors can purchase shares directly from Link Fund Solutions Limited or through a professional adviser or other intermediary. Application forms can be obtained from Link Fund Solutions.
www.linkfundsolutions.co.uk >>
investorservices@linkgroup.co.uk
0345 922 0044
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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.
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.
Catriona joined Gresham House in July 2019 from Fidelity International, where she had been responsible for managing Fidelityās relationships with investment consultants and direct institutional clients. Previously, she was Client Director at Pioneer Investments (now Amundi) where she managed a portfolio of institutional clients, global strategic partner relationships and investment consultant relationships. Prior to that, Catriona was a credit analyst in the Bond Management Unit at Allied Irish Banks plc where she was responsible for the fundamental analysis of credit securities purchased by the bankās proprietary bond trading desk.
Catriona has 15 years of experience in institutional business development, holds a BA (Mod) in Business and Economics and is a CFA charterholder.
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.
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.
Anthonyās background is in investment banking, having previously worked for international firms in London, New York and South America, including Macquarie and Merrill Lynch.Ā 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 Head of Wholesale Distribution 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 yearsā 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.
Link Fund Solutions Limited
investorservices@linkgroup.co.uk
0345 922 0044
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