Name: How smaller companies can deliver value in challenging markets
Start: 2020-04-16T12:00:00Z
End: 2020-04-16T12:00:30.000Z
Location: BrightTALK
Rating: 5

Gresham House is a London Stock Exchange quoted specialist alternative asset manager offering funds, direct investment and tailored investment solutions, including co-investment, across five highly differentiated alternative investment strategies. 

Incorporated in 1857, Gresham House is one of the oldest companies in London still operating today and assets under management currently exceed £2.1bn.

Highlights from Tony and his senior management team will include: 

- An update on our performance in the first half of 2020
- The impact of COVID-19 on Gresham House
- The development of our Sustainable Investment approach
- Our growth plans and outlook for the remainder of 2020 and beyond

Gresham House plc Interim Results 2020

LF Gresham House UK Multi Cap Income Fund - The benefits of a multi-cap approach to UK equity income investing

Looking for a better alternative in UK equity income?

LF Gresham House UK Multi Cap Income Fund. Three years on, Ken Wotton and Brendan Gulston navigate the effects of dividend cuts in UK equities

Dividend Discernment – The Benefit Of A Multi Cap Approach

Fund Manager Ken Wotton highlights how a challenging backdrop of Brexit and the COVID-19 pandemic has affected valuations particularly at the lower end of the market and the opportunities that this provides for stock pickers like them with their disciplined investment process.

Hear about the opportunities that this provides for stock pickers Ken Wotton and Brendan Gulston with their disciplined investment process.

LF Gresham House UK Micro Cap Fund

Chief Executive, Tony Dalwood and senior members of the Gresham House team  discuss the importance of Real Assets in an ESG portfolio. 

Hear why sustainability is central to our investment proposition, including an introduction to our Real Assets strategies.

Gresham House plc - ESG Investing: Sustainable Real Assets

GRID Power Bonds - 5% fixed rate secured bond offer.  

Gresham House Energy Storage Holdings plc (the Issuer), a wholly-owned subsidiary of Gresham House Energy Storage Fund plc (the Fund), the largest utility scale energy storage fund in the UK, is raising up to £40m through an issue of secured bonds (GRID Power Bonds) in series (each a Series). This private offer will be used to finance the acquisition of new battery storage projects, to refinance existing loans advanced by the Fund and to make new loans to be advanced by the Issuer from time to time. 

Offer closes at 3.30pm on Monday 20 July.

GRID Power Bond Investor Q&A

* Learn how the fund managers have delivered strong performance against a challenging backdrop

* Discover how the equity funds team are finding businesses with unrecognised long- term growth potential and strong and sustainable dividends 

* Find out which areas of the market are presenting the most value and  best opportunities

* Hear how the strategy for the UK’s most successful equity income fund is positioned for the second half of this year

Three-year anniversary review and outlook

Big questions about the fate of the economy loom, especially for the some of the UK’s smaller companies. 

As the backbone of our economy, great enthusiasm remains for the small cap sector - but can this optimism defy the unprecedented challenges that businesses are finding in the current environment?

UK smaller companies under the microscope

- How we are adapting to the challenges of the current market environment 
- An update on performance for the funds
- A review of the positioning and underlying fundamentals of the unquoted and quoted portfolios and actions taken to protect value
- Progress on our investment activity and the emerging trends
- Looking forward - why Baronsmead VCTs remain well positioned to support high growth companies through the challenges of COVID-19 and the economic crisis

Baronsmead VCT live update

Highlights from Tony and his senior management team will include:

- An overview of the business and a review of key milestones over the past five years
- Our growth strategy and strategic priorities for the next five years
- How the team are well placed to deliver on financial and business targets
- How, through the strength of our platform and business model, we have made significant progress in growing the business both organically and via acquisitions 
- How COVID-19 has affected Gresham House so far
- Our continued focus on ESG and developments in the near-and longer-term to deliver AUM growth

Use this opportunity to participate in our interactive discussion, hear more about our plans for the year ahead, and ask questions about our strategy and operations.

This webinar comes to you as part of our ongoing commitment to maintain an open dialogue with our community of shareholders and investors of tomorrow.

Gresham House plc - Investor Update

Long-term investors in search of income have seen an increase in the number of UK listed companies announcing a reduction in their dividends, and the decision recently announced by the Investment Association to suspend the yield requirement in the UK Equity Income Sector has dominated the headlines.
 
At 1pm on Thursday 14 May, co-managers of the Gresham House Multi Cap Income Fund, Ken Wotton and Brendan Gulston, will be joined by Adam Lewis, a freelance journalist and part time content editor at Last Word Media, with nearly 20 years of experience in financial journalism.

LF Gresham House Multi Cap Income Fund - Why outperformance pays dividends

The smaller companies segment of the market has not gone unscathed from the impact of COVID-19. Through our smaller company specialism and focus on company fundamentals, we are discovering those businesses with unrecognised long term growth potential as well as those with sustainable and diversified sources of income against the challenging backdrop. 

Join our live interactive Q&A at 1pm on Thursday 30 April with the Gresham House Equity Funds team to find out how they are applying their well-established process to unearth opportunities presented by the current volatile market conditions.   

Uncovering growth, value and dividends - the smaller companies perspective

FOR INSTITUTIONAL, HIGHLY KNOWLEDGEABLE OR PROFESSIONALLY ADVISED INVESTORS ONLY.

- Participate in an interactive discussion on the key portfolio developments and achievements since the IPO in November 2018 

- Hear how the strategy for the UK’s largest utility-scale energy storage fund has evolved around COVID-19, and the impact it has had on the business model

-  Discuss how the team aim to deliver an attractive and sustainable dividend, and growth in the Net Asset Value over the long term.

-  Discover what is on our agenda for 2020

Gresham House Energy Storage Fund plc - Annual Results and Live Webinar Update

The recent sell-off in equity markets has been severe, triggering the most rapid bear market since the crashes witnessed in 1929, 1987 and 2008.

Ken and Brendan, Fund Managers for the LF Gresham House UK Micro Cap Fund and LF Gresham House UK Multi Cap Income Fund, will discuss how they are navigating the extraordinary market conditions caused by the unfolding COVID-19 situation.  
They will share insights on emerging trends and how the funds are placed to take advantage of new opportunities in this period of heightened market volatility.

How is the Gresham House Equity Funds team adapting to the new world?

In the midst of a turbulent period for markets across the globe, the next update in our fortnightly series focuses on the sectors and companies where we see the most value - and reasons for long-term investors to be optimistic.

How smaller companies can deliver value in challenging markets

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How smaller companies can deliver value in challenging markets

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