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Strategic Equity Capital

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May 2021: An update from investment managers Ken Wotton and Adam Khanbhai

As lockdown restrictions in the UK begin to ease and progress continues in the penetration of the national vaccine roll-out, there is some cause for optimism that the economy can rebound rapidly as the year progresses. This, in turn, could stimulate asset allocators to re-evaluate the significant discount being applied to the UK, and to UK smaller companies in particular, due to their perceived domestic focus. There are some signs that discounts are starting to narrow and as markets reopen and earnings recover it could provide a strong tailwind for share prices.

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Fund Description

Investment Objective

The investment objective of the company is to achieve absolute returns rather than relative returns over a medium-term period, principally through capital growth. Our strategy is to invest in publicly quoted companies which we believe will increase their value through strategic, operational or management initiatives based on a private equity approach to quoted companies. We follow a practice of constructive corporate engagement and aim to work with management teams in order to enhance shareholder value. We attempt to build a consensus with other stakeholders and prefer to work alongside like-minded co-investors as leaders, followers or supporters. We are long-term investors and typically aim to hold companies for the duration of rolling three-year investment plans that include an entry and exit strategy and a clearly identified route to value creation. The duration of these plans can be shortened by transactional activity or lengthened by adverse economic conditions.

AIC Sector classification: UK Smaller Companies

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