Gresham House Strategic Ord (LSE:GHS)

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Trading AccountISAJISASIPP

Trust Info

  • Market Cap£53.258m
  • OCF2.87%
  • AIC sectorUK Smaller Companies
  • Manager GroupGresham House
  • Currency
  • ISINGB00BYRH4982

Investment Strategy

The company intends to invest the majority of its capital in a concentrated portfolio of between 10 to 15 smaller UK publicly traded companies typically with market capitalisations of less than GBP 250m and would typically expect a holding period of 3 to 5 years. It may also invest in interests in privately held companies, primarily in equity/equity-related instruments and also in preferred equity, convertible/non-convertible debt instruments. The company will seek to acquire influential block stakes (typically between 10% and 25%) for cash or share consideration. The company invests in assets that will typically have a number of the following characteristics: investments that can generate a 15% IRR over the medium to long term principally through capital appreciation and investments where the manager believes there are value creation opportunities through strategic, management or operational changes.

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