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Gresham House plc

PRI reporting framework 2020

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Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies

LE 01.1. Provide a breakdown of your internally managed listed equities by passive, active - quantitative (quant), active - fundamental and active - other strategies.

Percentage of internally managed listed equities
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%

LE 01.2. Additional information. [Optional]


OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)


OO FI 01. Breakdown of fixed income investments by passive and active strategies (Not Applicable)


OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)


OO FI 03. Fixed income breakdown by market and credit quality (Not Applicable)


OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Not Applicable)


OO PE 01. Breakdown of private equity investments by strategy

PE 01.1. Provide a breakdown of your organisation’s internally managed private equity investments by investment strategy.

Investment strategy 

Percentage of your internally managed
private equity holdings (in terms of AUM)
Venture capital
Growth capital
(Leveraged) buy-out
Distressed/Turnaround/Special Situations
Secondaries
Other investment strategy, specify (1)
Other investment strategy, specify (2)
Total 100%

PE 01.2. Additional information. [Optional]

Gresham House Private Equity Division:

Overview:

Gresham's Private Equity division, led by the Ventures team, offers investors access to fast growing, early-stage and lower mid-market private companies headquartered in the UK. The team have been investing in high-growth businesses for over a decade and have invested in over 35 companies as at the date of this submission.

 Growth Investment Strategy:

The Ventures team have worked with many businesses pursuing a range of different strategies for accelerated growth including international expansion, new product development, accelerated organic growth, strategic acquisitions and buy and build platforms. However, we recognise the journey only begins after a company raises capital and so in our view, it is vital we can offer more than simply capital as ambitious businesses work through the strains of growth. We believe our role as an investor is to help management teams better understand and predict the levers or blockers within their business in order to efficiently maximise sustainable growth for the long term.

 Approach:

We have a consistent and repeatable approach for accelerating growth and realising shareholder value specialising in business models driven by technology, customer insight or service excellence. We believe flexibility in approach enables dynamic responses to the needs of each business which are all unique in the challenges they face.

We work with our investees through;

  • Board representation
  • Deploying our market-leading network and in-house experts
  • A suite of growth accelerator services which can help step change business development

 The team typically invests between £500k to £10m in each company either as a lead investor or as a significant co-investor and this varies on a case by case basis largely dependent on our valuation assessment of the prospect company and growth projections.

 Sector Focus:

We focus on parts of the market where we have identified long-term, structural growth trends. We believe the sectors outlined present a high level of new deal opportunities and allow the team to leverage our extensive networks at all stages of the investment cycle – from investment appraisal through to post deal value creation. 

Four key sectors targeted:

  1. Healthcare and Education
  2. Consumer Markets
  3. Technology, media and telecoms (TMT)
  4. Business Services

Investment Criteria:

  • High-quality core management team
  • Business has strong growth momentum
  • Financial projections have appropriate risk vs return profile
  • Proven and profitable unit economics
  • Scalable sales model
  • Bias towards contracted or recurring revenue models
  • No significant unmitigable ESG risks or issues

OO PE 02. Typical level of ownership in private equity investments (Private)


OO PR 01. Breakdown of property investments (Private)


OO PR 02. Breakdown of property assets by management (Private)


OO PR 03. Largest property types (Private)


OO INF 01. Breakdown of infrastructure investments (Private)


OO INF 02. Breakdown of infrastructure assets by management (Private)


OO INF 03. Largest infrastructure sectors (Private)


OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)


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