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UK smaller companies under the microscope

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?
Recorded May 28 2020 37 mins
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Presented by
Ken Wotton and Brendan Gulston
Presentation preview: UK smaller companies under the microscope
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  • Channel profile
  • Gresham House plc - ESG Investing: Sustainable Real Assets Jul 16 2020 10:00 am UTC 60 mins
    Anthony Dalwood, Rebecca Craddock Taylor, Ben Guest, Olly Hughes and Ed Simpson
    Gresham House plc's focus on sustainability is at the heart of our investment philosophy, our ethos and through GH25, our five year plan.
  • UK smaller companies under the microscope Recorded: May 28 2020 37 mins
    Ken Wotton and Brendan Gulston
    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?
  • Baronsmead VCT live update Recorded: May 27 2020 38 mins
    Bevan Duncan and Ken Wotton
    - 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
  • Gresham House plc - Investor Update Recorded: May 19 2020 55 mins
    Tony Dalwood, Kevin Acton and Andy Hampshire
    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.
  • LF Gresham House Multi Cap Income Fund - Why outperformance pays dividends Recorded: May 14 2020 36 mins
    Ken Wotton and Brendan Gulston
    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.
  • Uncovering growth, value and dividends - the smaller companies perspective Recorded: Apr 30 2020 26 mins
    Ken Wotton and Brendan Gulston
    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.   
  • Gresham House Energy Storage Fund plc - Annual Results and Live Webinar Update Recorded: Apr 30 2020 46 mins
    Rupert Robinson and Ben Guest
    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
  • How smaller companies can deliver value in challenging markets Recorded: Apr 16 2020 31 mins
    Ken Wotton and Brendan Gulston
    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 is the Gresham House Equity Funds team adapting to the new world? Recorded: Apr 2 2020 34 mins
    Ken Wotton and Brendan Gulston
    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.
  • Q4 2019 Overview - LF Gresham House UK Micro Cap Fund Recorded: Jan 27 2020 22 mins
    Ken Wotton and Brendan Gulston
    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the fourth quarter of 2019.
  • Q3 Overview - LF Gresham House UK Micro Cap Fund Recorded: Oct 14 2019 21 mins
    Ken Wotton and Brendan Gulston
    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the third quarter of 2019.

    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.
  • Q2 Overview - LF Gresham House UK Micro Cap Fund Recorded: Jul 18 2019 22 mins
    Ken Wotton and Brendan Gulston
    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the second quarter of 2019.

    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.
  • Q1 Overview - LF Gresham House UK Micro Cap Fund Recorded: Apr 24 2019 18 mins
    Ken Wotton and Brendan Gulston
    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the first quarter of 2019.

    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.
  • Q4 Overview - LF Gresham House UK Micro Cap Fund Recorded: Jan 24 2019 26 mins
    Ken Wotton and Brendan Gulston
    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the fourth quarter of 2018.

    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.
  • Q3 Overview - LF Gresham House UK Micro Cap Fund Recorded: Oct 17 2018 28 mins
    Ken Wotton and Brendan Gulston
    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.

    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the third quarter of 2018.
  • Why you should consider smaller companies when looking for income Recorded: Sep 11 2018 23 mins
    Ken Wotton and Brendan Gulston
    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.

    Ken Wotton and Brendan Gulston, the Fund Managers of the LF Livingbridge UK Multi Cap Income Fund discuss how its smaller company focus helps the Fund to seek to outperform. While small and micro caps may often be overlooked and under-researched, they can potentially offer fantastic opportunities to generate meaningful dividend growth over the life of the investment, as well as the potential for capital growth.
  • Five key drivers for performance in the LF Gresham House Multi Cap Income Fund Recorded: Aug 1 2018 22 mins
    Brendan Gulston
    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.

    The LF Livingbridge UK Multi Cap Income Fund has outperformed all of its competitors in the IA UK Equity Income Sector since launching in June last year. Fund Co-Manager, Brendan Gulston, looks at five key drivers of outperformance.

    For Professional Investors Only. Past performance is no guide to the future. The value of investments and the income from them can fall as well as rise and you may get back less than originally invested.

    Source data: FE Analytics, LF Livingbridge UK Multi-Cap Income Fund, C share class, Accumulation units, since launch in 1 June 2017 to 30 June 2018. IA UK Equity Income Sector peer group performance average calculated over same period.
  • Q2 Overview - LF Gresham House UK Micro Cap Fund Recorded: Jul 11 2018 21 mins
    Ken Wotton and Brendan Gulston
    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.

    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the second quarter of 2018
  • Q1 Overview - LF Gresham House UK Micro Cap Fund Recorded: Apr 18 2018 19 mins
    Ken Wotton
    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.

    Hear from our Fund Manager, Ken Wotton, as he shares views on the market and discusses performance over the first quarter of 2018
Specialist asset manager helping clients achieve their financial goals
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.

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  • Title: UK smaller companies under the microscope
  • Live at: May 28 2020 10:00 am
  • Presented by: Ken Wotton and Brendan Gulston
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