Strategic Equity Capital - Time to look forward
In a vote held on 23 March 2022, Strategic Equity Capital’s (SEC) shareholders have overwhelmingly approved proposals to address the trust’s discount and provide liquidity to those shareholders that need it.
We believe that the focus should now switch to the trust’s much-improved track record under manager Ken Wotton at Gresham House Asset Management (GHAM).
SEC’s investment approach emphasises qualities such as balance sheet strength, free cashflow and structural growth. As we explore in this note, that should ensure that the overall portfolio is relatively resilient in the face of the current market turmoil associated with high inflation, rising interest rates and Russia’s invasion of Ukraine.
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