Update research from QuotedData
Strategic Equity Capital - Update research from QuotedData
24th March 2022
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.
Full research:
https://quoteddata.com/research/strategic-equity-capital-time-to-look-forward-qd/
This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.
NB: Marten & Co was paid to produce this note on Strategic Equity Capital Plc and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the FCA. Marten & Co is not permitted to provide investment advice to individual investors.
QUOTEDDATA
123a Kings Road | London SW3 4PL
Tel: +44 (0) 20 3691 9430
www.quoteddata.com | research@quoteddata.com | www.martenandco.com
Reach is a non-regulatory news service. By using this service an issuer is confirming that the information contained within this announcement is of a non-regulatory nature. Reach announcements are identified with an orange label and the word “Reach” in the source column of the News Explorer pages of London Stock Exchange’s website so that they are distinguished from the RNS UK regulatory service. Other vendors subscribing for Reach press releases may use a different method to distinguish Reach announcements from UK regulatory news.
RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our Privacy Policy.
COMPANIES COVERED:
Latest directors dealings
- 2 days ago FRP Advisory Group
- 2 days ago Marks Electrical Group
- 2 days ago CLS Holdings
- 2 days ago QinetiQ Group
- 2 days ago Spectris