“When small caps recover, they significantly outperform and by a greater amount than they underperformed on the way down.” 💬 Ken Wotton, fund manager of Strategic Equity Capital plc (SEC), speaks to Gavin Lumsden, for The Telegraph’s Questor column, about the attractions of investing in smaller UK-listed companies. After years of being buffeted by economic fears and ignored by investors, are #uksmallercompanies set to rally? https://lnkd.in/euKUSacV #ukequities #publicequity | For professional investors only. Capital at risk. Not an investment recommendation. Past performance is not necessarily a guide to future performance. Opinions are the fund managers own and not necessarily those of Gresham House.
Gresham House’s Post
More Relevant Posts
-
Struggling with the latest challenges in the secondaries market? Mark your calendar for October 8, 2024, as Proskauer’s Secondaries Pulse Check Conference returns with the critical insights you need. We’ll tackle the most pressing issues in LP transactions and GP-led processes, featuring a key fund finance panel with Paul Tannenbaum and Cameron Roper, and insights from industry leaders Richard Sehayek (Ares Management), Stuart Ingledew (Investec), and Matthieu Teyssier (Ardian). Plus, partners Robert Sutton and John Verwey will deliver an essential European and U.S. Regulatory Review that you can't afford to miss. Join the action: https://lnkd.in/eZ9NPnwQ #Proskauer #Secondaries #PrivateCapital
To view or add a comment, sign in
-
COMING SOON - Friday 14th June: In the Company of Mavericks Ep 39 - Adam Rackley, Cape Wrath Capital According to Morningstar, only one of 72 smaller company funds outperformed the UK small-cap index last year. That was Cape Wrath Capital and back in March, Jeremy McKeown was joined by David De Sousa Seaman of Alpha Cygni Asset Management for a conversation with its founder and fund manager, Adam Rackley. "Adam epitomises the philosophy of doing things differently when it comes to investing in UK equities. He has pursued his unique approach since founding Cape Wrath in 2016 using what he describes as a behavioural value strategy. He looks to identify market capitulation events and narrative shifts to cycle capital into shares when they are driven by emotion more than rationality. He then looks to exit positions when narrative shifts lead to equity revaluations to his appraised fair value." Listen to the trailer now and tune back for the full episode on Friday to hear about the 'Rules of Wrath' and Adam's somewhat unconventional strategy for investing in UK equities: https://lnkd.in/ejnJSHB5 #AIM #LSE #stockmarkets #investing #investments #equities #stocks #shares
Progressive Podcasts - In the Company of Mavericks
To view or add a comment, sign in
-
Do headline discounts matter when investing in secondaries? There's still time to register for our webinar, “Why discounts don’t matter”! Unigestion’s Private Equity team will look at why headline discounts may have limited information value and could be a poor indicator of final performance. Our panel of experts will discuss what really matters, recent developments in the LP stake market including the evolution of trading volumes and headline pricing, and where potential pitfalls lie in LP stake assessments. Join Paul Newsome, Head of Investment Solutions, Ralph Büchel, CFA, Global Head of Secondaries, Anton Steidl, CFA, Principal, and the newest member of our Secondaries team, Nick Kavanagh, Principal, for a riveting conversation on what our team sees are the real indicators of final performance: timing, information advantage, concentration of portfolios and structural elements, among others. We look forward to seeing you tomorrow! Register for the webinar below: https://lnkd.in/emP5r6gh #secondaries #privateequity #discounts
To view or add a comment, sign in
-
-
📢 Speaker Announcement 📢 Our CEO and Founder Joshua D. Rogers will be a featured speaker at this month's Private Markets Insider Alternative Investment & DealConnect Summit, in Arete's home city of Chicago. What makes us an expert on this topic? In addition to traditional wealth management products, Arete Wealth offers a bespoke alternative platform for qualified investors that features dozens of offerings including artwork, hedge funds, private equity, venture capital, real estate, and more. We're excited to continue leading these conversations about the evolving alts market. #alternativeinvestments #alternativeinvesting #institutionalinvesting #privatemarketsinsider #aretewealth
We’re excited to feature Joshua D. Rogers of Arete Wealth on 10/23 in Chicago. Private Markets Insider (PMI) will be hosting an Alternative Investment & DealConnect Summit for our audience of LPs, GPs, Bankers, and Business Owners. Special thanks to supporters, Star Mountain Capital and Winston & Strawn LLP. Learn more about Joshua and the Summit here: https://bit.ly/SMC-PMI-Chi #LMM #FundManagers #InstitutionalInvestors #FamilyOffice #WealthManagers #InvestmentManagement #PrivateDebt #StarMountainCapital #WinstonStrawn #PrivateCredit #PrivateEquity #Secondaries #PrivateMarkets
To view or add a comment, sign in
-
-
📢 Meet the Fund Manager... Darren Johnson returns to host our next #MeettheFundManager live webinar. 💰 St. James’s Place in Conversation with PineBridge Investments 📅 Thursday 18 July 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: Michael Kelly, Global Head of Multi-Asset, PineBridge Investments An exciting opportunity to hear insights from two popular speakers on our current financial landscape and what to expect from global markets in the near future. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. #virtualevent #InvestmentStrategies #Financialplanning *SJP Partner Practices* are Appointed Representatives of and represent only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James's Place representatives.
To view or add a comment, sign in
-
-
Mellody Hobson is the co-CEO and president of Chicago-based Ariel Investments, one of the nation’s oldest Black-owned money management firms with $14.5 billion in assets under management. https://trib.al/iv5yT9l #ForbesBLK50
To view or add a comment, sign in
-
-
Mellody Hobson is the co-CEO and president of Chicago-based Ariel Investments, one of the nation’s oldest Black-owned money management firms with $14.5 billion in assets under management. https://t.co/kqRrzoAPT9 #ForbesBLK50
To view or add a comment, sign in
-
-
You’re invited to attend a LIVE webinar with Cory Martin – chief executive of value investor Barrow Hanley Global Investors, part of Perpetual Group. https://lnkd.in/gcGd3U-m Tune in as Cory explains why, despite investors recently experiencing one of the narrowest momentum-driven markets in financial history, sentiment has begun to turn toward value investing once again. CPD accreditation applies. #barrowhanley #globalequities #perpetual #assetmanagement #investing
To view or add a comment, sign in
-
-
Global technology stocks have seen one of their strongest runs in history. The Magnificent Seven stocks now constitute around 40% of the Nasdaq 100 and 30% of the S&P 500. US equity markets are becoming increasingly concentrated by mega-cap technology stocks. Join us to hear Barrow Hanley CEO, Cory Martin explain why despite investors recently experiencing one of the narrowest momentum-driven markets in financial history, sentiment has begun to turn toward value investing. Barrow Hanley Global (ASX: GLOB) remains one of Australia’s fastest growing Active ETFs. Register below.
You’re invited to attend a LIVE webinar with Cory Martin – chief executive of value investor Barrow Hanley Global Investors, part of Perpetual Group. https://lnkd.in/gcGd3U-m Tune in as Cory explains why, despite investors recently experiencing one of the narrowest momentum-driven markets in financial history, sentiment has begun to turn toward value investing once again. CPD accreditation applies. #barrowhanley #globalequities #perpetual #assetmanagement #investing
To view or add a comment, sign in
-
-
Great to speak with Private Equity News about what this year has in store. In all my years in private equity, I’ve rarely sensed such deep shifts in the industry. Consolidation is expected and there is an electric energy around deal activity, which could reshape the landscape significantly over the coming months. Exciting times ahead.
“It feels like the first time in my career that the tectonic plates of the industry are really shifting.” Find out what else Managing Partner James Brocklebank had to say when he spoke to Private Equity News on what the next 12 months may hold for the private equity industry. https://lnkd.in/eUqMfrzW
To view or add a comment, sign in
Enjoying a temporary retirement
9moAsymmetric bets everywhere one looks. Next 12 months have the potential to be golden