Gresham House Strategic Plc (LON:GHS) Graham Bird, Fund Manager, discusses how the portfolio has performed recently.
Gresham House Strategic plc invests primarily in UK and European smaller public companies, applying private equity style techniques and due diligence alongside a value investment philosophy to construct a focused portfolio expected to be comprised of 10-15 companies. The investment manager aims for a considerably higher level of engagement with investee company stakeholders, including; Management, shareholders, customers, suppliers and competitors, in order to exploit market inefficiencies and support a clear equity value creation plan, targeting above market returns over the long-term.
Graham Bird – Former Strategic Planning and Corporate Development Director at Paypoint plc. Previously Director of Strategic Investments at SVGIM and a Director within the Corporate Finance department at JPM Cazenove.