Gresham House Strategic Plc (LON:GHS) MD Graham Bird talks to DirectorsTalk about its portfolio performance over Q1 2018. Graham also provides more detail around a significant further investment into Northbridge, the positive effect IMI Mobiles is having, talks about stocks that have been a little slow to increase, thoughts on how these should play out and shares his insights into the market and Q2.
Gresham House Strategic plc is an independent, AIM quoted Investment Company in which Gresham House Plc has a 19% interest. It 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.