Edison’s bull/bear game: Gresham House Strategic

In this instalment of Edison’s bull/bear game, Elliott Berstock, Edison’s managing director of European investor relations, asks Richard Staveley, fund manager at Gresham House Strategic, for his stance on value/growth stocks, the gold price, FANG stocks, convertible bonds, the BBC, cannabis legalisation and Maro Itoje.

Gresham House Strategic (LON:GHS) is an independent, AIM-quoted investment company that invests primarily in smaller UK public companies. The team applies private equity techniques, constructive engagement and due diligence alongside a long-term value investment strategic equity investment philosophy.

Click to view all articles for the EPIC:
Or click to view the full company profile:
Facebook
Twitter
LinkedIn
Gresham House plc

More articles like this

Gresham House plc

Augean’s industrial services

Augean offer a wide range of Industrial Services and deploy teams of skilled operatives with equipment to all areas of the UK, enabling us to undertake a variety of projects. All projects are completed in a

Gresham House plc

Radiation protection supervisors

Work scope – Augean North Sea Services (ANSS) were contracted to deconstruct, dispose and decontaminate the internals of a NORM contaminated separator vessel. With the use of strict permitted accessand fully NORM trained industrial tank cleaning

Gresham House plc

Will the stamp duty holiday be extended?

Well, the stamp duty holiday has certainly worked. The government launched the tax break as part of its “Plan for Jobs” in July and by September reported a 20% increase in property transactions as well as

Gresham House plc

Is now the time to invest in a UK holiday let?

Despite lockdown 2.0, the holiday let market has remained robust. Some lenders and brokers have reported that mortgage enquiries for holiday properties has hit the roof. While you might think a global pandemic and UK recession

Gresham House plc

Infrastrata Investor Roadshow event

InfraStrata plc (LON:INFA) is a London Stock Exchange-listed firm focused on the development and commercialisation of advanced energy infrastructure. Gresham House Strategic PLC (LON:GHS) has an investment in Infrastrata.

Gresham House plc

Gresham House Strategic sees strong NAV recovery

Gresham House Strategic plc (LON:GHS) has announced its unaudited half year results for the period ended 30 September 2020. Financial highlights Strong NAV recovery, with NAV Total Return of 15.1% in the period versus the FTSE

Gresham House plc

GP stakes investing

An investor looking for exposure to alternative assets generally invests in alternative investment funds and may also co-invest in the funds’ portfolio companies. But a third option has hove into the public spotlight in the last

Gresham House plc

Unsustainable risks? Regulatory climate change for AIFMD

The Alternative Investment Fund Management Directive (“AIFMD”) was implemented in the EU in 2013, to regulate the alternative investment industry, chiefly as a result of the Global Financial Crisis. Fast forward seven years, and this directive

Gresham House plc

Acquisition by MJ Hudson of Bridge Consulting and subsidiaries

International asset management consultancy, MJ Hudson, announces that it has acquired Bridge Group, a funds service provider based in Ireland, conditional on Irish regulatory approval. The acquisition will build on MJ Hudson’s specialist funds operations in

Gresham House plc

Common house survey problems

Don’t be alarmed at your building surveyor’s report on the house you want to buy. Many of the problems listed are surprisingly common. But some are more expensive than others. A recent survey by Insulation Express