Tuesday 5th October 2021
4.00pm - 8.00pm
Company Presentation – Strategic Equity Capital
Strategic Equity Capital plc (SEC) is a London-listed investment trust investing predominately in small cap UK equities. SEC is managed by Gresham House, a UK listed specialist investment manager.
The investment objective of the Company is to achieve absolute returns (i.e. growth in the value of investments) rather than relative returns (i.e. attempting to outperform selected indices) over a medium-term period, principally through capital growth.
SEC listed on the London Stock Exchange on 19 July 2005. The Trust is a concentrated portfolio of 15-25 high conviction holdings with prospects for attractive absolute returns over the long term. The majority of portfolio value is likely to be concentrated in the top 10-15 holdings with other positions representing potential “springboard” investments where we are still undertaking due diligence or awaiting a catalyst to increase our stake to an influential, strategic level.
Ken Wotton, Managing Director, Public Equity
Ken Wotton is Managing Director, Public Equity, at Gresham House. He leads the investment team managing public equity investments and is lead manager for Strategic Equity Capital plc
He also manages the LF Gresham House UK Micro Cap Fund, LF Gresham House UK Multi Cap Income Fund, 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 started his career as 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.
Adam Khanbhai, Investment Director
Adam joined in May 2020, following Gresham House’s mandate win of Strategic Equity Capital plc (SEC). He is a Fund Manager, working alongside Ken Wotton managing SEC. He has ten years of relevant financial experience, previously working for GVQIM as a Senior Analyst providing analysis and due diligence on existing and potential investee companies. Prior to this, he worked at OC&C Strategy Consultants for six years as a consultant working on commercial due diligence and strategy projects for corporate and private equity clients.
Adam was a Girdlers’ Scholar at the University of Cambridge and is a CFA charterholder.