Gresham House Strategic Plc (LON:GHS) Managing Director Graham Bird talks to DirectorsTalk about how it is different to other smaller, company fund managers. How they research and actively engage with companies. IMIMobile plc and why the large weighting. An update on Northbridge, Miton, Be Heard and Space and People and also how they will they engage and support a company recently invested in through IPO and beyond.
Gresham House Strategic plc 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.