Discounted opportunity?
Jeff Harris and Adam Khanbhai have been managing Strategic Equity Capital’s (SEC’s) portfolio jointly since February 2017. Since this time, NAV growth has been solid (a total return of 14.3%, which is broadly in line with the MSCI UK Small Cap Index’s return of 14.1%) but SEC has strongly outperformed during the last year, returning 2.3%, while the index fell 5.8%. Despite this, SEC’s discount to NAV has remained stubbornly wide.
Strategic Equity Capital conducts business as an investment trust. Co. invests primarily in equity and equity-linked securities. Co.'s investments are managed by GVQ Investment Management Limited (GVQIM), which consists of a number of investment personnel who combine a number of complementary skill sets, including corporate finance, fund management, research and private equity disciplines. In addition, GVQIM makes use of a panel of industrial advisers and other external due diligence providers.
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