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17 - Bevan Duncan and Ken Wotton on a private equity approach to quoted investments
Episode 1726th January 2021 • The EIS Navigator • Brian Moretta, Hardman & Co
00:00:00 01:04:15

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While 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 listed companies and increase in capital in unquoted markets affects their world.

Suggested book:

Rebel Ideas: The Power of Diverse Thinking by Matthew Syed

The Undoing Project: A Friendship that Changed the World by Michael Lewis

Baronsmead VCTs - https://greshamhouse.com/strategic-equity/private-equity/baronsmead-vcts/

Gresham House - https://greshamhouse.com/

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