Gresham House

“As we move into 2025, there is strong momentum across our business. When you look at the opportunity that now exists within the market for what Gresham House can offer, investor demand remains strong in areas such as forestry, natural capital, infrastructure and new energy” 💬🚀   In the latest video in our CEO series, Chief Executive Anthony "Tony" Dalwood and Managing Director Rupert Robinson discuss navigating regulatory and market change in 2024 and the positive momentum of the business so far in 2025.   They highlight the notable wins for the team last year, which bucked the trend making positive strides in a number of our strategies. Looking ahead, they are focused on leveraging our strong track record of partnering with clients, alongside offering solutions which seek to generate strong financial returns.   Watch the full video here: https://lnkd.in/e3D-_e_f   #forestry #naturalcapital #infrastructure #newenergy #growthequity 

“Gresham House applies a private equity perspective to public markets, with the managers taking a hands-on approach with investee companies to provide input into strategic decisions and maximise shareholder returns” 💬📈 WS Gresham House UK Smaller Companies, co-managed by Ken Wotton and Cassie Herlihy has been listed as one of the UK stock market funds with the most potential by Rob Morgan, Chief Analyst at Charles Stanley in an article for Investors' Chronicle. The team identify niche growth businesses with strong long-term financial performance, established management teams and a sound market position to deliver future growth potential. Read the full article here: https://lnkd.in/eeFjBEVJ (article behind a paywall) #smallercompanies #ukequities #publicmarkets | Capital at risk. Not an investment recommendation.

Celebrating one year of Biodiversity Net Gain (BNG) 🎉🌿   We're proud to celebrate the success of portfolio company Environment Bank in our Sustainable Infrastructure strategy. Environment Bank is a leader in delivering off-site BNG, as they help restore vital habitats and support sustainable development across the country.   It is a year since Biodiversity Net Gain (BNG), a crucial piece of environmental legislation in England, came into effect. In that time Environment Bank has already:   🌱 Legally secured over 2,000 acres of land in partnership with local farmers 🦋 Generated over 5,000 off-site Biodiversity Units for developers to purchase 📈 Received almost 8,000 open Biodiversity Unit enquiries 🏗️ Supported over 1,000 development projects across a vast range of sectors in England - with 55% being residential 📍 Provided local or adjacent Biodiversity Units for over 70% of these projects 📜 Registered more than 40% of Natural England’s biodiversity gain sites – with more from their national network to come!   Importantly, all of these benefits have been delivered at zero cost to the Government and zero impact on new housebuilding. #UKGrowth Over the past year, Environment Bank has already worked with major customers such as Panattoni UK, National Grid, Aldi UK, most of the major housebuilders and even Everton Football Club, helping them meet their BNG requirements while restoring nature at scale.   Read more >> https://lnkd.in/ebw4MFmM   #BiodiversityNetGain #BNG #HabitatBanking #SustainableDevelopment

“Sustainable forestry is all about balance. We manage these forests sustainably for the long term, harvesting and replanting them in cycles that ensure their continued health and productivity. By carefully planning each step, we can support ecosystems, local communities, and industries while ensuring forests thrive for generations to come” 💬🌳 Matthew Giles, Investment Manager in our Forestry team spoke to Paul Jaffe, Head of Sustainability: Real Assets at Church Commissioners for England, about the importance forestry in the UK as part of their ‘Faith in our Future’ series. Gresham House is the seventh largest #forestry investment manager globally by value and the largest in the UK, as well as a top ten global #naturalcapital manager. Read more about our forestry capabilities here: https://lnkd.in/esA4VMPk Watch the full video here: https://lnkd.in/e5u2D724 #timber

“The creation of a UK green taxonomy is a necessary and critical step towards enhancing transparency, tackling greenwashing and directing capital towards sustainable investments” 💬   Hyewon Kong, CFA, Sustainable Investment Director, comments on the government’s consultation into a UK green taxonomy, highlighting its importance to provide investor clarity in an article for Sustainable Views. HM Treasury launched its consultation on the creation of a green taxonomy last November. It aims to establish whether a UK green taxonomy can be a useful tool in contributing to the UK delivering a world-leading sustainable finance framework. Although Hyewon supports the implementation of such a taxonomy, she stressed the importance of the framework being clear, practical and science-based, avoiding excessive complexity that could hinder adoption. Read the full article here: https://lnkd.in/eSQsEN6d #greenwashing #climate #sustainableinvestment

“We are at the dawn of a significant new super cycle - one with immense potential to drive growth and deliver nature positive impact on a global scale” 🌱🚀   Peter Bachmann, Managing Director of Sustainable Infrastructure, discusses the future of nature investing, vertical farming and international expansion in his article for IPE Real Assets.   The UK Government’s implementation of biodiversity net gain (BNG) legislation in February 2024 provided the regulatory clarity needed to unlock the potential of nature-based solutions as a scalable and impactful investment opportunity in England.   We now operate the largest national network of #habitatbanks through portfolio company Environment Bank, who have successfully completed over 50 transactions with major companies, including National Grid, Panattoni and Galliard Homes.   Peter highlights that the key focus for 2025 will be to explore the internalisation of our strategy, with North America, the Middle East, and Europe emerging as priority regions for growth.   Read the full article here: https://lnkd.in/e6RgX7uH   #verticalfarming #sustainableinfrastructure

“We remain very high conviction in the underlying quality of our portfolio companies, their ability to mitigate risks and to continue to grow profitably and exhibit resilience in the face of broader market headwinds” 💬   Cassie Herlihy, Co-Manager of the Gresham House UK Smaller Companies Fund, comments on the investment landscape in 2024 and looks ahead to 2025 in the team’s latest update.   Despite 19% of UK listed companies having profit warnings in 2024, 93% of our portfolio company updates were either in line or beating expectations.   The team focus on backing management teams that have a strong track record of execution, with strong balance sheets and high profit margins.   Looking ahead, although there are multiple possible risk factors, Cassie suggests the underlying quality of the investment companies will allow them to exhibit resilience in a turbulent market. https://lnkd.in/eEUv8bxt #ukequities | Capital at risk. Not an investment recommendation. Opinions are the speakers own and not necessarily those of Gresham House. 

“Patient Hub, one of Netcall’s notable applications, is a digital service that enables NHS patients to confirm or rearrange appointments” 💬📈🚀   Ken Wotton, Fund Manager, Strategic Equity Capital (SEC plc), discusses the small UK companies that have the potential to disrupt the market in the future in an article by This Is Money.   Ken highlights AI-driven process automation and customer engagement company Netcall, which uses #AI to revolutionise areas of healthcare, local government, and financial services.   Their application Patient Hub reduces missed appointments by monitoring appointment data in real time, helping to reduce waiting lists and allowing healthcare staff to focus on other critical tasks.   https://lnkd.in/e_WBSbgX   #ukequities #smallercompanies | Capital at risk. Not an investment recommendation. Opinions are the fund managers own and not necessarily those of Gresham House. 

“Positive messaging, integrating forestry into government policy, would highlight its benefits and value as a proven sustainable solution for delivering numerous targets.”💬🌳   Miranda Joicey, Analyst in our Forestry team, spoke at the Confor: Confederation of Forest Industries (UK) Policy Conference, outlining forestry’s contribution to #netzero and how sustainable solutions can be supported by investors. She highlighted how Forestry appeals to institutional investors (including local government pensions schemes) by offering stable, long-term financial returns as well as contributing to the economy, including by supporting jobs, and providing broader environmental and social benefits. Gresham House is the seventh largest #forestry investment manager globally by value and the largest in the UK, as well as a top ten global #naturalcapital manager. Read more about our forestry capabilities here: https://lnkd.in/esA4VMPk Read the article here: https://lnkd.in/eUVRWwFv Capital at risk. Not an investment recommendation.

“We have created a market and developed thousands of acres of habitat banks. These are woodlands, grasslands and wetlands on depleted land which has been over farmed and can no longer support agriculture” 💬🌳🦋   Peter Bachmann, Managing Director, Sustainable Infrastructure, discusses the progress being made to create markets for biodiversity units, in an article featured in the IPE Real Assets Natural Capital Report.   Currently, England is the only country in the world with a compliance Biodiversity Net Gain (BNG) market, which over the next three years is estimated to be worth £2bn.   Our work with habitat bank providers like Environment Bank, helps to remediate land to create nature corridors and meet the anticipated demand from developers for BNG credits, mandated by the 2021 Environment Act, whilst providing attractive returns to investors.   Peter comments: “So far, we have cultivated 4,000 acres. Our plan is ultimately to develop more than 10,000 acres for new habitats to meet BNG requirements”.   Click here to read the full article: https://lnkd.in/eGZJGxSy   #habitatbanks #biodiversity #BNG