Gresham House Strategic (LON:GHS) Managing Director Graham Bird talks to DirectorsTalk about its third anniversary of the appointment of Gresham House Asset Management. Graham explains how the fund has performed including the major milestones achieved, observations made, lessons learned and an evolved approach. Also discussed is the benefits to shareholders and what to expect going forward.
Gresham House Strategic plc is an independent, AIM quoted Investment Company in which Gresham House Plc has a 19% interest. It 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.