Shows
The Wealth ShowGresham House: Brooks set to be 'very attractive' takeover candidateKen Wotton, Managing Director of Public Equity at Gresham House, and lead manager of Strategic Equity Capital discussed the significant undervaluation of UK wealth management firms, which feature prominently in his fund alongside the expectation for growth in the UK M&A market.2025-04-2426 min
THE CRYPTO PONZI SCHEME AVENGERInterview with Danny de Hek by Craig Wotton at The Global Financial Crimes Summit 2024 (Sydney)The Global Financial Crimes Summit 2024 is set to take place at the prestigious InterContinental in Sydney, a stone's throw from iconic landmarks like the Sydney Opera House and Harbour Bridge. Hosted by IFW Global in partnership with the International Association of Cybercrime Prevention (A.I.L.C.C.), this two-day conference on November 14-15, 2024, is poised to bring together top experts from around the world to tackle one of the most pressing global challenges: financial crime.Why Attend the Global Financial Crimes Summit?Financial crime is growing at an...2024-11-191h 06
Don't Shoot The MessengerEp 336 - Kelli Underwood, special guest co-hostON THIS EPISODE:Special guest co-host, Kelli UnderwoodCaro asks Kelli about her decision finish with OffsidersWe explore Kelli’s experience as a ground breaking play-by-play commentator of AFLHow the AFLW can improve and evolveAnd some topical ‘6 quick questions’ Kelli Underwood joins Caroline WilsonWhile Caro is a ground breaker in the industry, Kelli is too – having been the first woman to call AFL on TV for channel 10Her first experience in a commentary box with 3AW – and the various...2024-11-121h 19
On The MoneyAre takeovers good or bad for shareholders?In this episode, on the back of a pick-up in takeover activity, we discuss the good, the bad and the ugly in stock market acquisitions. Joining Kyle to discuss the topic is Ken Wotton, who manages various funds, including Strategic Equity Capital investment trust and funds for Gresham House. Wotton explains how he approaches takeover offers for the stocks he owns, and identifies key ingredients of a successful takeover for shareholders. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.Kyle Caldwell is...2024-10-2417 min
AJ Bell Money & MarketsInvestment Trust Show #8: Investing in private equity, finding income and exploring Baillie Gifford’s Monks trustThis month’s bonus podcast from the AJ Bell Money & Markets team on investment trusts explores two different ways to add a flavour of private equity to ISAs and pensions.
We talk to Oakley Capital Investments’ Steven Tredget about tapping into private equity funds, while Gresham House’s Ken Wotton, fund manager of Strategic Equity Capital, explains how to apply private equity investment techniques to public markets.
Dan Coatsworth talks to Emma Bird, head of investment trust research at Winterflood, about how trusts can provide a smoother stream of dividends than open-ended funds.
Dan al...2024-10-0754 min
The Vox Markets PodcastVox Markets Fund Manager Series: Ken Wotton, Managing Director at Gresham House(Watch the video interview HERE)
In this stock picking masterclass, small/midcap fund manager Ken Wotton of Gresham House takes Vox Markets through his latest thoughts on the capital markets alongside highlighting 19 stock ideas.
00:00 Equity outlook
02:15 Peel Hunt
05:20 Argentex
08:55 Assetco
11:30 ActiveOps
15:40 Fintel
18:50 Tribal Group
22:15 Silver Bullet Data Systems
26:05 Windward
30:15 Costain
35:10 Watkin Jones
38:55 Capita
42:10 Elixirr International
44:45 Franchise Brands
47:55 Learning Technologies
51:45 Kooth
54:45 EKF Diagnostics
57:15 Diaceutics
59:50 Loungers
61:55 Premier Foods2024-02-061h 06
Money Makers193: Weekly Investment Trusts Podcast - with Alastair Laing and Ken Wotton (13 Jan 2024)In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Alastair Laing, CEO of CG Asset Management, and Ken Wotton, manager of Strategic Equity Capital (SEC).
We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
Section Timestamps:
0:00:39 - Review of the week
0:02:48 - Cost disclosure rules
0:04:00 - This week's guest
0:04:40 - Summary of results
0:05:49 - Money Makers Circle
0:06:28 - Q&A with Alastair Laing
0:06:37 - Characterising 2023
0:15:21 - Looking ahead and the impact...2024-01-131h 06
A Different PerspectiveA Different Perspective with Ken Wotton Managing Director, Public Equity at Gresham HouseThis week Nick talks to Ken Wotton, Managing Director, Public Equity at Gresham House.A renowned investor, Ken trained as an accountant and worked as an equities analyst before running client money. Ken now heads up the Gresham House Public Equity Team that manages c. £1bn. of assets across three open-ended funds.Ken and Nick discuss Ken’s background and career, his investment strategy at Gresham House, the importance on focusing on company fundamentals instead of sentiment and opportunities for the future.Ken's book choices were The Big Short by Michael Lewis and Hil...2023-04-2529 minThe Wealth ShowKen Wotton: More wealth manager bids on the horizonKen Wotton, the manager of portfolios including the £361m Gresham House Multi Cap Income funds, discusses lowly-rated British smaller companies, consolidation in investment management, and a potential takeover resurgence this year.2023-01-1829 min
Citywire: The Funds Fanatic ShowKen Wotton: Takeover resurgence should drive UK small capsKen Wotton, the manager of the £361m Gresham House Multi Cap Income fund and Strategic Equity Capital trust, discusses lowly-rated British smaller companies and the next wave of corporate activity.2023-01-1829 min
Investors' ChronicleKen Wotton: Volatility is throwing up really interesting opportunitiesUK small caps have struggled against their larger cap peers in recent months, but if you can avoid the banana skins there are some very attractive entry points for businesses, according to Ken Wotton, manager of Strategic Equity Capital investment trust. In this interview, Wotton tells the IC’s Mary McDougall where he thinks the best opportunities are, why he likes to run concentrated portfolios and what he has been buying and selling recently. He also describes how he approaches valuing companies, to what extent macro economic factors play into his decision making and what he wis...2022-04-2733 minAJ Bell Money & MarketsFund manager stock ideas for an inflationary world, environmental tracker funds and big changes to UK stampsDan Coatsworth talks to Ken Wotton, manager of the Gresham House UK Multi Cap Income Fund about two companies which he believes could help consumers deal with inflationary pressures – Moneysupermarket.com and B&M.
Laura Suter looks at the latest UK figures on the cost of living, and she explains why anyone who has been hoarding stamps for future use will need pay a visit to the Post Office to exchange them for new bar-coded ones.
Get the latest update on global markets, with Dan looking at the impact of tensions between Russia and Ukraine on...2022-02-1841 min
On The MoneyFunds Fan: Junior ISA ideas, dividend delight and small-cap expertThe team discuss the improving backdrop for global dividends and while there’s plenty to be positive about, the team suggest why they could disappoint in 2022. Earlier this month, the Junior ISA celebrated its 10th birthday and Kyle Caldwell, collectives editor at ii, names the investment trusts held by his son and daughter.
Later, fund manager Ken Wotton joins the podcast. Ken runs three UK smaller company funds, the Baronsmead Venture Capital Trusts, and also manages the Strategic Equity Capital investment trust. He discusses how he finds small-cap winners, his outlook for the UK market, recent portfolio activity, and more.
Vi...2021-11-1928 min
The EIS Navigator17 - Bevan Duncan and Ken Wotton on a private equity approach to quoted investmentsWhile most VCT and EIS investors probably have some knowledge of quoted equity markets, listed investments using these schemes have very different characteristics from the mainstream. The Baronsmead VCTs invest in both unquoted and quoted companies and Bevan Duncan and Ken Wotton manage the respective portfolios there.We go through the whole process, discussing the differences in how investments are sourced and focussing on how managers can work with companies once invested. We dig into what the real differences are and how these can affect outcomes. We also get their views on how the steady reduction in...2021-01-261h 04
FundCalibre - Investing on the go4. Investing in Britain's most interesting entrepreneurs'Back British' sounds like it could be an election promise, but it's what Ken Wotton does every day in the LF Gresham House UK Multi Cap Income fund. Here he talks to us about investing in some of Britain's most interesting entrepreneurs and participating in their companies' growth as their businesses mature and develop.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of list...2019-05-1605 min
StockTubeLivingbridge UK Microcap fund chasing 'attractive, long-term returns' from sub-£250mln companiesKen Wotton, manager of the Livingbridge UK microcap fund, discusses with Proactive their investment criteria and performance.
The fund, as the name suggests, is focused on UK microcaps with a market capitalisation of less than £250mln.
Wotton adds: ''It's a pretty concentrated fund ... there's currently 43 holdings''.
'A bit of patience is required but the longer term returns we have delivered have been strong'', he says.
''The businesses we try to focus on are not cyclical, they're small companies where the management teams are capable enough and agile enough and the business models are robust enough that they can still grow t...2017-07-2611 min