Podcasts about gresham house

Watch on YouTube In this investing masterclass, accomplished UK fund manager Brendan Gulston of Gresham House takes me through his view of the markets and latest thoughts on 18 stock ideas, including: 00:00 Equity outlook 03:15 MPAC 06:30 ActiveOps 10:40 Windward 12:35 Argentex 18:50 Iomart 23:05 SysGroup 26:25 XPS Pensions 29:10 CVS Group & Pets-at-home 31:55 Nichols 36:40 Greggs 41:10 Ten Lifestyle 45:00 Angling Direct 47:50 IXICO 52:05 Fintel 54:10 Trufin 59:05 UK civil contractors & Costain 1:03:35 Favourite stock idea for 2025. Diaceutics

On this week’s personal finance edition of Merryn Talks Money, host Merryn Somerset Webb speaks with Tony Dalwood, Chief Executive Officer of Gresham House, a specialist alternative asset manager, about Venture Capital Trusts (VCTs)—what are their benefits and when they are best employed.See omnystudio.com/listener for privacy information.

This month's bonus podcast from the AJ Bell Money & Markets team on investment trusts explores two different ways to add a flavour of private equity to ISAs and pensions. We talk to Oakley Capital Investments' Steven Tredget about tapping into private equity funds, while Gresham House's Ken Wotton, fund manager of Strategic Equity Capital, explains how to apply private equity investment techniques to public markets. Dan Coatsworth talks to Emma Bird, head of investment trust research at Winterflood, about how trusts can provide a smoother stream of dividends than open-ended funds. Dan also talks with Tom Sieber about the latest results from JPMorgan Global Growth & Income, while Steve Frazer and Ian Conway explore Baillie Gifford's Monks Investment Trust and what it is trying to achieve.

Watch on YouTube In this masterclass of investing, accomplished UK small/midcap fund manager Brendan Gulston of Gresham House takes me through 12 stock ideas, including: 00:00 His approach to investing & outlook for equities 07:10 Diaceutics 14:10 Netcall 18:15 ActiveOps 21:40 SysGroup 26:35 Iomart 30:40 TP ICAP 36:00 Argentex 42:55 Franchise Brands 49:50 MPAC 54:45 Fintel 58:30 Moneysupermarket 65:55 Ricardo #DXRX #NET #AOM #SYS #IOM #TCAP #AGFX #FRAN #MPAC #FNTL #MONY #RCDO

The recent announcement of Gresham House Energy Storage Fund's tolling agreement with Octopus Energy represents a significant milestone in the battery storage industry. This agreement, which offers a fixed price for battery usage over two years, is poised to reshape the market. Ben Guest, Managing Director of New Energy & Fund Manager at Gresham House Energy Storage Fund, joins Quentin in today's episode to delve into this groundbreaking deal.Their conversation explores the rationale behind the agreement, examining both the technical and financial aspects, as well as its broader implications for the energy market and the evolving role of batteries within it.This tolling agreement involves approximately half of Gresham House's BESS portfolio in partnership with the UK's largest energy supplier, Octopus Energy. During their conversation, Quentin and Ben cover:The specifics of the landmark tolling agreement with Octopus Energy.The impact on the market, including changes in the business case for batteries.The anticipated changes in Gresham House's operational strategies.Ben's insights on the current state of the market.The future outlook for Gresham House Energy Storage Fund.About our guestGresham House is a specialist alternative asset manager, offering funds, direct investments and tailored opportunities to a wide range of investors. Dedicated to sustainable investments with expertise in forestry, sustainable infrastructure, natural capital, renewable energy and battery storage, affordable housing and public and private equity. For more information, head to their site. About Modo EnergyModo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets. Modo's paid plans serve more than 80% of battery storage owners and operators in Great Britain and ERCOT.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on Linkedin or Twitter. Check out The Energy Academy, our video series of bite-sized chunks explaining how different battery energy storage systems work.

The recent announcement of Gresham House Energy Storage Fund's tolling agreement with Octopus Energy represents a significant milestone in the battery storage industry. This agreement, which offers a fixed price for battery usage over two years, is poised to reshape the market. Ben Guest, Managing Director of New Energy & Fund Manager at Gresham House Energy Storage Fund, joins Quentin in today's episode to delve into this groundbreaking deal.Their conversation explores the rationale behind the agreement, examining both the technical and financial aspects, as well as its broader implications for the energy market and the evolving role of batteries within it.This tolling agreement involves approximately half of Gresham House's BESS portfolio in partnership with the UK's largest energy supplier, Octopus Energy. During their conversation, Quentin and Ben cover:The specifics of the landmark tolling agreement with Octopus Energy.The impact on the market, including changes in the business case for batteries.The anticipated changes in Gresham House's operational strategies.Ben's insights on the current state of the market.The future outlook for Gresham House Energy Storage Fund.About our guestGresham House is a specialist alternative asset manager, offering funds, direct investments and tailored opportunities to a wide range of investors. Dedicated to sustainable investments with expertise in forestry, sustainable infrastructure, natural capital, renewable energy and battery storage, affordable housing and public and private equity. For more information, head to their site.About Modo EnergyModo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets. Modo's paid plans serve more than 80% of battery storage owners and operators in Great Britain and ERCOT.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on Linkedin or Twitter. Check out The Energy Academy, our video series of bite-sized chunks explaining how different battery energy storage systems work.

Watch on YouTube In this in depth interview, accomplished fund manager Brendan Gulston of Gresham House takes Vox Markets through 20 fascinating stock ideas including: 00:00 His outlook for equities. 10:35 Iomart 14:45 Learning Technologies 18:05 Netcall 22:10 Pinewood Tech (formerly Pendragon) 27:40 Team17 31:00 Keywords Studios 36:15 Tribal Group 40:40 Trufin 46:05 TP ICAP 50:05 Argentex 54:20 Watkin Jones 58:30 Property Franchise Group 1:01:35 Schroders 1:03:25 Mattioli Woods 1:05:55 Angling Direct 1:09:20 Halfords 1:24:05 Moonpig 1:27:50 Moneysupermarket 1:21:10 Kooth 1:23:15 Spire Healthcare #IOM #LTG #NET #PINE #TM17 #KWS #TRB #TRU #TCAP #AGFX #WJG #TPFG #SDR #MTW #ANG #HFD #MOON #MONY #KOO #SPI

In this episode, we delve into the evolving landscape of Power Purchase Agreements (PPAs) in Europe, focusing on the comprehensive European PPA Report 2023, highlighting a record-breaking 14.13GW capacity procured through 198 deals. We dig into the report's findings, including the rise in popularity of virtual and cross-border PPAs, the crucial role of legal advisers in navigating these agreements, and the top markets and sectors in the PPA landscape, with particular attention to the growth in solar, onshore wind, and novel technologies like green hydrogen.In the news, we delve into the latest developments in the energy transition sector, with an inspiratia exclusive on Zenobe's efforts to secure additional funding for its electric vehicle projects in the UK. Additionally, we spotlight Gresham House's BSIF II fund and discuss their energy storage strategy. We also turn our attention to the busy world of energy auctions and tenders. Providing insights into the latest UK T-1 and T-4 capacity auctions, as well as the groundbreaking offshore floating wind tender in the UK's Celtic Sea. We also cover Spain's steps towards a new "competitive bidding" offshore wind energy tender under the National Integrated Energy and Climate Plan for 2030.Hosted by:Viola Caon - Head of ContentAshkenaz Al - Reporter Ashley Marzimin - Data AnalystReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2024 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

The transition from traditional investment in energy production to renewable energy represents a significant shift in addressing climate change challenges.To help us understand the intricacies of investing in renewables and utility-scale battery energy storage systems, I am joined by Ben Guest, the Managing Director of Gresham House New Energy Division.Ben has over 29 years of investment experience that spans the investment spectrum across infrastructure, technology, public equities, and venture capital asset classes.He has been a pioneer investor in battery energy storage systems since the early development days of the sector.Ben's upbringing was truly global, with parents from Argentina and Africa, leading to diverse educational experiences in France, Japan, Sweden, and the UK.  He holds a BEng in Mechanical Engineering from Imperial College.Beginning his fund management career in 1994 at Lazard Asset Management, Ben later founded Hazel Capital in 2007. The acquisition of Hazel Capital in 2017 transformed it into Gresham House New Energy Division, where Ben manages substantial assets, including the Gresham House Energy Storage Fund Plc.The conversation delves into Ben's expertise—in the renewable energy sector, particularly battery energy storage systems. He discusses the challenges of real-time supply and demand balancing, highlighting the vital role batteries can play in not only stabilizing the grid but also providing the key to transitioning the electrical grid to predominately renewable energy.Ben breaks down the complexities of battery energy storage systems revenue models, addressing challenges posed by supply and demand fluctuations. He also shares his thoughts on the future of renewable energy infrastructure, emphasizing sustainability, carbon emissions reduction through battery energy storage systems, and the evolving landscape of the energy transition.I hope you enjoy my conversation with Ben as much as I did!Show notes: https://sri360.com/podcast/ben-guest/ About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes.Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on X/TwitterFollow SRI360° on FACEBOOK Key TakeawaysIntro (00:00)Ben Guest's background and career path (02:24)The shift from traditional to sustainable energy investments (15:24)The role of battery storage in renewable energy (38:32)Energy trading and battery management (47:22)Assembling project rights for energy storage infrastructure (52:23)Renewable energy investments and impact metrics (59:55)Primary investors at Gresham House (01:05:58)Risks facing battery energy storage systems investments (01:10:18)Challenges around battery production and usage (01:15:10)Additional ResourcesBen Guest's LinkedInGresham HouseGresham House New EnergyLazard Asset ManagementHazel Capital InvestmentCantillon Capital Management LLP

(Watch the video interview HERE) In this stock picking masterclass, small/midcap fund manager Ken Wotton of Gresham House takes Vox Markets through his latest thoughts on the capital markets alongside highlighting 19 stock ideas. 00:00 Equity outlook 02:15 Peel Hunt 05:20 Argentex 08:55 Assetco 11:30 ActiveOps 15:40 Fintel 18:50 Tribal Group 22:15 Silver Bullet Data Systems 26:05 Windward 30:15 Costain 35:10 Watkin Jones 38:55 Capita 42:10 Elixirr International 44:45 Franchise Brands 47:55 Learning Technologies 51:45 Kooth 54:45 EKF Diagnostics 57:15 Diaceutics 59:50 Loungers 61:55 Premier Foods

As the shape of the battery energy storage landscape evolves, so do markets and the opportunities for strategic investment.Today we are revisiting and episode from April 2022 with Ben Guest - Managing Director and Lead Fund Manager at Gresham House New Energy. Ben has helped shape the BESS landscape in Great Britain and oversees the largest BESS portfolio in Great Britain. Over the course of the conversation, Quentin and Ben discuss:The history and evolution of markets for batteries in Great Britain.Which elements of the battery energy storage model are most mature (and which are lagging behind).Why floor price contracts don't make sense from an investment point of view.The increasing complexity of specialist BESS optimisation.and much, much more.About our guestGresham House is a specialist asset manager, implementing alternative investment solutions to support a more sustainable future. Offering funds, direct investments and tailored investment opportunities across a range of differentiated and specialist asset classes. For more information head to their site.About Modo EnergyModo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets. Modo's paid plans serve more than 80% of battery storage owners and operators in Great Britain and ERCOT.To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on Linkedin or Twitter. If you want to peek behind the curtain for a glimpse of our day-to-day life in the Modo office(s), check us out on Instagram.

 A new report from the Institute for Fiscal Studies says the next government will face the worst fiscal inheritance in 70 years and that the country will have to reckon with "big decisions and trade-offs". IFS Deputy Director Carl Emmerson says both parties need to be more honest with voters. City Minister Bim Afolami discussed his plan, unveiled today, for a new platform that will allow investors in private companies to trade shares. We get the investor perspective on the policy from Tony Dalwood, CEO of Gresham House. Plus, Rwanda is central to the government's asylum policy. Bloomberg's Africa Editor Neil Munshi has a special report about the country's economic transformation and suppression. Hosted by James Woolcock and Caroline Hepker. See omnystudio.com/listener for privacy information.

There's been a suprise and siginificant drop in inflation, the Financial Conduct Authority lays out plans to shake up the UK's listing rules to make it more attractive for international businesses to list here, and one of the UK's leading alternative investment managers Gresham House has been delisted.

The UK is focused on increasing ambition in accelerating the green industrial revolution. At every point in the lifecycle, opportunities exist for technology innovators and investors to partner to deliver the industrial sector of the future. Investments not only in infrastructure but in supercharging UK R&D and workforce skills that will give us a global competitive export advantage. This session presents a selection of briefings from Peter Bachmann (MD, Sustainable Infrastructure, Gresham House), Julia Reinaud (Senior Director, Breakthrough Energy), David Aitken (Director of Innovation, Carbon Trust), Kate Levick (Associate Director, Sustainable Finance, E3G), and Nathan Cooper (Director, Policy & Engagement, High-Level Climate Champions). The inaugural Innovation Zero Congress at Olympia London in 2023 convened 6,866 passionate, forward-looking experts who exchanged critical knowledge, debate and discussions around the implementation and scaling of the innovations needed to meet the Paris goals. Learn more via www.innovationzero.com.

Generated by Tailor.Get your own personalized daily podcast! Sign up for freeThis podcast episode covers major news in the world of business, including WeWork's filing for Chapter 11 and investment firms partnering with creative agencies. The hosts discuss the future of flexible work, the thriving food and beverage startup industry, the launch of Gresham House's private equity fund, notable investments in Daytona, the importance of founders' backgrounds, and Yuval Harari's insights on biotech and info tech challenges. Plus, learn about Yellow, a new venture capital firm investing in Southern Europe. Don't miss this insightful episode for the latest updates on the business landscape. Music: Mosaic [Electro] by Hardcore Scm. Licensed under: http://creativecommons.org/licenses/by/3.0/News articles cited in this episode:- Yellow, a new VC firm from Glovo founders and Atomico investor, is betting on Southern Europe https://techcrunch.com/2023/11/07/yellow-a-new-vc-firm-from-glovo-founders-and-atomico-investor-is-betting-on-southern-europe/- WeWork Files for Chapter 11 Bankruptcy https://variety.com/2023/biz/global/wework-files-chapter-11-bankruptcy-1235782167/- Gresham House unveils institutional private equity fund for UK growth firms http://startupsmagazine.co.uk/article-gresham-house-unveils-institutional-private-equity-fund-uk-growth-firms- Seeking investment? VCs say that there's one element of a pitch that founders often overlook http://startupsmagazine.co.uk/article-seeking-investment-vcs-say-theres-one-element-pitch-founders-often-overlook- Daytona Secures $2M to Fill Enterprise Void http://startupsmagazine.co.uk/article-daytona-secures-2m-fill-enterprise-void- The WeWork soap opera's latest episode includes filing for bankruptcy https://www.theverge.com/2023/11/6/23948568/wework-bankruptcy-filing-chapter-11

As private equity emerges as an asset class of choice for institutional investors in OECD countries and the developing world alike, this session will explore the main sectoral and sustainable finance forces behind the ‘innovation imperative'. Featuring Nicolas J. Firzli (Director General, World Pensions Council), Peter Bachmann (Managing Director, Sustainable Infrastructure, Gresham House), Daniel Valenzuela (Head of IR & Impact, World Fund), Alex Seddon (Head of Catalyst, M&G Investments), and Verena Charvet (Founder, Merlys Consulting). The inaugural Innovation Zero Congress at Olympia London in 2023 convened 6,866 passionate, forward-looking experts who exchanged critical knowledge, debate and discussions around the implementation and scaling of the innovations needed to meet the Paris goals. Learn more via www.innovationzero.com.

As the clean energy revolution gains momentum, projects are being proposed both at grid level and in localised distributed energy scenarios, whilst off-takers look to play their own part in securing low carbon supplies through PPAs. At each level innovative financing options and partnerships are needed to accelerate the pace of transition and mark the energy sector out as an attractive place for inward investment. Featuring Ben Guest (MD, New Energy, Gresham House), James Sprinz (VP, Energy Impact Partners), Dr Pratima Rangarajan (CEO, OGCI Climate Investments), and Christopher de Vere Walker (Head of Power and Utilities, Carbon Tracker Initiative).

In this week's episode of the Climate Confident podcast I sat down with Peter Bachmann, the managing director of the Sustainable Infrastructure division at Gresham House, and let me tell you, this conversation is a goldmine for anyone passionate about building a sustainable future.

edie's #SustyTalk series of exclusive interviews continues with Gresham House's managing director for sustainable infrastructure, Peter Bachmann. He's in conversation with our deputy editor Sarah George for our climate finance week 2023. Peter is on hand to debate how we can invest for impact without greenwashing, and what the UK Government can do to catch up in the global cleantech investment race.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn this episode, we discuss the first close of NextEnnergy Capital's fifth fund, Gresham House's broadband investment in underserved areas and SP Energy's digital twin of its transmission network.As floating offshore wind approaches large scale development, we take a look at The Crown Estate's revised auction mechanism for their upcoming bidding round. Also, as renewables further penetrate the electricity market, are negative prices a concern? How will supply and demand be balanced as we progress to a net zero electricity market.Hosted by:Chendwa Chintu - Senior AnalystRobert Leeming - News Editor Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

Oscar is joined this week by Jonathan Walker, Associate Director, Sustainable Investment at Gresham House to talk all things retrofitting! They discuss what the role of investors is in driving forward retrofitting, how the cost of retrofitting can be justified and what will incentivise greater investment in retrofitting. Remember to like and subscribe to make sure you don't miss out on any of our other updates and interviews. To find out more about us you can follow us on twitter @UKSIF or have a look on our website: uksif.org

This week Nick talks to Ken Wotton, Managing Director, Public Equity at Gresham House.A renowned investor, Ken trained as an accountant and worked as an equities analyst before running client money. Ken now heads up the Gresham House Public Equity Team that manages c. £1bn. of assets across three open-ended funds.Ken and Nick discuss Ken's background and career, his investment strategy at Gresham House, the importance on focusing on company fundamentals instead of sentiment and opportunities for the future.Ken's book choices were The Big Short by Michael Lewis and Hillbilly Elegy by J. D. Vance This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

The Joint Venture: inspiratia insightsThe team looks over the past week of news in the energy industry and give their views on some big market trends - joined by special guest Scott Lawrence Scott is a founding partner of Glennmont Partners, leads all of the firm's solar initiatives and is actively involved in new financing initiatives. Scott has worked in renewable energy power generation for more than a decade, leading many of the investments across Glennmont's fund platform. Prior to founding Glennmont Partners, Scott was the co-founder and director of Windsor Alternative Investments – a company formed to finance and develop solar power plants in Europe. Before focusing on renewable energy, Scott was involved in private equity acquisitions and debt capital finance for commercial real estate transactions in Europe and the United States. Also on this episode, we cover some of the standout announcements of the last week. Rob brings us up to date on the latest moves from Gresham House and Foresight, how Impax is considering a move towards hydrogen, and the European Investment Bank is backing improvements to the Portuguese grid. We also take a first look at the UK government's Energy Security day as Dila brings us the latest details and puts the government moves in some context.   Hosted by:Oliver Carr - Senior Hydrogen AnalystRobert Leeming - Head of NewsDila Cebeci - Senior Infrastructure AnalystReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

Trevor Hope is Chief Investment Officer of Gresham House Ventures, the growth capital arm of one of the UK's oldest companies. In recent years, the firm has been growing rapidly, consolidating the market for Venture Capital Trusts, tax-break vehicles for individual investors to access growth business in the UK. In this podcast with Ross Butler […]

Subscribe now: Apple Podcasts | Spotify Trevor Hope is Chief Investment Officer of Gresham House Ventures, the growth capital arm of one of the UK’s oldest companies. In recent years, the firm has been growing rapidly, consolidating the market for Venture Capital Trusts, tax-break vehicles for individual investors to access growth business in the UK. In this podcast […]

There's never a dull moment on the UK equity markets. However despite these volatile conditions, Brendan Gulston of Gresham House sees plenty of opportunity. (Watch the Video interview HERE) Investing outlook. 00:00 Portfolio positioning. 02:30 TP ICAP. 05:40 Argentex. 09:27 Fintel. 12:35 EKF Diagnostics. 15:32 Diaceutics. 19:40 Medica. 24:45 activeops. 28:25 Netcall, 32:35 Access Intelligence. 36:00 Windward. 40:05 Oxford Metrics. 42:35 Smart Metering Systems. 46:00 Trufin. 49:28 #TCAP #AGFX #FNTL #EKF #DXRX #MGP #AOM #NET #ACC #OMG #WNWD #SMS #TRU

Minister for Agriculture, Charlie McConalogue joins Gavan Reilly to discuss the controversial deal between Coillte and Gresham House, which allows international private investors to enter the Irish forestry market.

Joe O'Carroll, Investment Director with Gresham House; Ossian Smyth, Minister of State at the Department of Public Expenditure and Reform & Green Party TD for Dun Laoghaire; Mairéad Farrell. Sinn Féin TD for Galway West; Paul Murphy, People Before Profit TD for Dublin South-West

We discuss how Bord Bia is set to ramp up farm audits, Dawn Meat's takeover of Kildare Chilling, the IFA AGM, sheep prices, new research on calculating farm emissions and the latest on the ongoing saga surrounding Coillte's deal with Gresham House.

Charlie McConalogue, Minister for Agriculture, Food and the Marine, on semi-state forestry company Collite's link-up with a private investment fund.

Reáchtálfar agóid ós comhair na Dála inniu mar chuid de fheachtas nua atá seolta chun stop a chur leis an socrú idir Coillte agus an ciste infheistíochta ón mBreatain, Gresham House.

If you're seeking to deploy capital, then look no further than the 15 great stock ideas highlighted today by mid/smallcap investor Ken Wotton of Gresham House. Watch the video interview HERE

We discuss how beef prices are set to rocket as demand exceeds supply and China's reopening adds fire to the market. We also take an in-depth look at the latest rural crime spree as individuals are charged in a Garda clampdown. Sheep scanning, farm buildings and Coillte's deal with Gresham House all also on the agenda.

Independent TD Michael Fitzmaurice and Mark Carlin, Managing Director at Coillte joined Matt on The Last Word to discuss the possibility of thousands of acres of land across rural Ireland being sold to the Gresham House fund in order to meet Ireland's climate targets. For the full chat click the 'play' button on this page.

In this the second episode of our special energy storage boxset series, content editor Andrew Dykes is joined by co-host David Bevan, corporate finance partner at BDO, and by Ben Guest, managing director and head of the New Energy division at alternative asset management group Gresham House. This week we'll be taking a deep dive into possibly the largest and liveliest area of the sector today - battery storage. In less than a decade the UK has moved from having no large-scale battery capacity to more than 1.6GW in operation. We look at what's driving that growth, the hurdles faced by the sector, and importantly what opportunities may lie ahead.

In this the second episode of our special energy storage boxset series, content editor Andrew Dykes is joined by co-host David Bevan, corporate finance partner at BDO, and by Ben Guest, managing director and head of the New Energy division at alternative asset management group Gresham House. This episode we'll be taking a deep dive into possibly the largest and liveliest area of the sector today: battery storage. In less than a decade the UK has moved from having no large-scale battery capacity to more than 1.6GW in operation.  We look at what's driving that growth, the hurdles faced by the sector, and importantly what opportunities may lie ahead. The Megawatt Hour is the a special podcast series brought to you by Energy Voice Out Loud in paid partnership with BDO.   About Energy Voice Energy Voice investigates and reports on what matters in global energy, helping sector leaders understand the geopolitical and economic factors underpinning current events, and giving them a view on what's coming over the horizon. Each year, 3.4m professionals use Energy Voice as a trusted source of breaking news and insight. For more information on how you can speak to those professionals across multiple platforms to build your brand and generate actionable business leads, visit energyvoice.com/content-services. For a 30 day free trial subscription to the Energy Voice website and app, visit energyvoice.com/subscriptions.

Zwelakhe Mnguni from Benguela Global Fund Managers chose Sanlam as his stock pick of the day and Ricus Reeders from PSG Wealth Sandton chose Gresham House Energy Storage

As the world of battery energy storage grows, so does the opportunity for strategic investment. Ben Guest has been investing in battery energy storage systems (BESS) since the beginning, and is the Managing Director and Lead Fund Manager at Gresham House New Energy - which has the largest BESS portfolio in Great Britain. Ben joins Quentin to discuss:The history and evolution of markets for batteries in GB.Which elements of the battery energy storage model are most mature (and which are lagging behind).Why floor price contracts don't make sense from an investment point of view.The increasing complexity of specialist BESS optimisation.And, of course, where Gresham House fits into all of this.Gresham House is a specialist asset manager, implementing alternative investment solutions to support a more sustainable future. For more information on Gresham House, visit: https://greshamhouse.comYou can find Ben on LinkedIn at: https://www.linkedin.com/in/ben-guest-b158069/Modo is a leading voice in the world of battery energy storage. We provide transparency around BESS revenues, as well as unique research and analysis to help you get to grips with energy markets. To find out how we can help you build the future energy system, check out: https://modo.energy/To keep up with all of our latest Insights, follow us on LinkedIn: https://www.linkedin.com/company/modo-energy/

To listen to more of our podcasts, check them out hereWatch Sustainable Finance Week 2021 on-demand hereConnect with Peter on LinkedInFollow Gresham House on LinkedInFollow Gresham House on Twitter: @greshamhouseplcFollow WE ARE GUERNSEY on Twitter: @WEAREGUERNSEYFollow Guernsey Green Finance on Twitter: @gsygreenfinanceFollow WE ARE GUERNSEY on LinkedIn

Battery storage is on the agenda as a very special guest – Ben Guest of Gresham House – joins The COP Shop. Ben takes the team through the potential and importance of this technology for a UK energy system which is growing in reliance on intermittent renewables as it strives to reach net zero. Joining him in the virtual pod booth is NatWest Head of Climate Change James Close and EV's Europe Editor Allister Thomas, to discuss the challenges around financing and credit-risking new technologies, as well as reflections on COP26 now the dust has well and truly settled.   About Energy Voice Energy Voice investigates and reports on what matters in global energy, helping sector leaders understand the geopolitical and economic factors underpinning current events, and giving them a view on what's coming over the horizon. Each year, 3.4m professionals use Energy Voice as a trusted source of breaking news and insight. For more information on how you can speak to those professionals across multiple platforms to build your brand and generate actionable business leads, visit energyvoice.com/content-services. For a 30 day free trial subscription to the Energy Voice website and app, visit energyvoice.com/subscriptions.

This week, our Co-Founder, President and Podcast Host Max Shannon, interviews Tony Dalwood, CEO of Gresham House about the markets current condition and future outlook, as well as a deep dive into their Strategic Equity Capital PLC (SEC) fund that focuses on the small-cap market and the Baronsmead Second Venture Trust PLC fund which is a well trusted VCT brand, with a 20-year track record of great performance.

Petula Martyn speaks to Tony Dalwood, CEO of Gresham House.

ESG focus on Governance - Laurence Hulse is deputy fund manager for Gresham House Strategic, looking at both public and private equity transactions across a range of sectors. He talks to Simon French about the challenges and opportunities of ESG investing, taking his passion to be his clients' best wingman for the ESG investments of the future.  

Tony Dalwood, Fund Manager and chair of Investment Committee of Gresham House Strategic plc and Laurence Hulse, deputy fund manager of Gresham House Strategic plc. Dalwood and Hulse present the highlights from their annual results. The highlights include 44% NAV growth driven by over £14 million of new investments, successful exits, and material engagement with portfolio companies.

Ken Wotton, Managing Director, Public Equity at Gresham House, has an enviable track record as a fund manager. In this piworld interview, we learn more about how he achieves that, including the attraction of small and micro caps, how he selects companies in which to invest, the effect the pandemic had on his investing decisions, where he sees opportunities, and his views on the general market environment. This is rich fodder for all investors. 00:40 Ken's background 02:47 Ken's funds at Gresham House 06:35 What performance Ken aspires to achieve across the funds 07:26 The attraction of the small and micro-cap sector 09:54 Market cap limits 12:13 Ken's investing principles. How does he evaluate companies? 15:26 Valuing those companies and current valuations 20:43 Covid decisions: Loungers (LGRS), City Pub (CPC), Gym (GYM), Ten Entertainment (TEG), Everyman (EMAN) 27:28 Churn 29:08 What Ken's been selling and the opportunities 35:13 Ten Entertainment (TEG) 37:30 Inspired Energy (INSE) (Last two results presentations here) 40:18 Alpha FX (AFX) v Argentex (AGFX) (Last Argentex H1 results presentation here) 44:55 Inflation 46:51 Market volatility Ken is Managing Director, Public Equity, and leads the investment team managing public equity investments. He is lead manager for Strategic Equity Capital plc, LF Gresham House UK Micro Cap Fund, LF Gresham House UK Multi Cap Income Fund, and manages AIM listed portfolios on behalf of the Baronsmead VCTs. Ken graduated from Brasenose College, Oxford, before qualifying as a Chartered Accountant with KPMG. He was an equity research analyst with Commerzbank and then Evolution Securities prior to spending the past 12 years as a Fund Manager at Livingbridge and now Gresham House specialising in smaller companies. www.greshamhouse.com/individual/  

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn If you were proposed an investment whose annualized return over the past 25 years have been over 9%, offered inflation protection, was environmentally sustainable, asset backed, growing, generated carbon credits, and had low correlation to other assets. you might think it sounds too good to be true, because in investing there is rarely a free lunch - So in this episode we examine an asset class that appears at first glance to have a powerfully persuasive set of positive attributes, Forestry. To discuss this our guest is Olly Hughes, managing Director of Forestry for Gresham House, the UK's largest forestry investor. Olly describes his journey from studying Zoology at Oxford, to becoming involved in asset backed finance in Asia, before turning to renewables investing. He describes the key drivers of Forestry investing, encompassing the macro forces of urbanisation, housing shortages and decarbonisation. He explains the growing institutional interest in the sector, the challenges of supply and the changes in land use and evolving opportunity set. He distils the investment proposition for forestry, reviewing its natural growth factor, inflation protection, low correlation to other assets but also reflects on the asset class's low liquidity, vulnerability to natural disease and disasters and answers the question as to who this asset class is appropriate for. Olly discusses the carbon capture and carbon credit elements that he believes are proving secular, not cyclical, before analysing both the beneficial tax status Forestry enjoys, the opportunities across geographies, and why he remains firmly optimistic about future returns.    

UK inflation more than doubled last month from 0.7% to 1.5%, as the economy began to re-open. As the ONS figures were released, the FTSE 100 suffered a widespread sell-off, sliding below the 7,000 mark. I spoke with Gresham House chief executive Tony Dalwood, to get his reaction to the latest figures and his thoughts on what this means for investors.

In lucky number #7, Scott is joined by Tony Dalwood, Chief Executive Officer (CEO) of Gresham House plc - the second business he has built. Tony shares his incredible industry insight, tips for investment and the innovation that he has seen in the finance industry over the years. Tony has over 25 years of experience in investing and advising numerous public and private equity businesses. He holds a Master of Arts in Management Studies from the University of Cambridge where he was also a junior rugby international and Blue. Tony is also a children's coach at rugby and cricket.

Energy storage lies at the heart of the energy transition and is a key technology necessary to achieve Net Zero. Storage can help address the intermittency of renewables on the grid and also support grid resilience. In early 2021, Britain recorded its highest prices ever in both the day ahead market and the Balancing Mechanism. This was caused by a combination of factors, including low wind, low temperatures and interconnector outages. Corporate Partner Caroline Clapham sat down with Ben Guest, Managing Director of Gresham House New Energy and Fund Manager of Gresham House Energy Storage Fund Plc for a fireside chat to discuss how energy storage has evolved over the past five years, what challenges they've faced in developing and acquiring almost 400MW of energy storage in the UK, and what the future may hold for the sector.

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Tony Dalwood studied Economics and Accounting at Bristol University and then Management and Business at Cambridge, where he took his post graduate degree and won a Blue playing Rugby. He then played Rugby for Saracens and Rosslyn Park, before his journey into Asset Management.    He talks of his career, beginning as a value-orientated equity manager, and his transition into the world of private equity, at that stage, an embryonic asset class. He discusses his subsequent roles as CEO of Schroder Ventures (London), and work as Chairman of the London Pensions Fund Authority Investment Panel.   The conversation moves to life as CEO of Gresham House, a quoted company investing in alternative assets. He discusses real asset investing, describing the investment characteristics and approach to investing in Forestry, New Energy, Housing and Infrastructure.  He then talks of today's narrow equity markets, some of the parallels with the situation 20 years ago, and of today's equity market disenchantment with the approach to value investing.   Finally he discusses small cap investing in the UK, the challenges facing public markets and the likely composition of portfolios in the future.

Tony Dalwood is Chief Executive Officer of Gresham House, an alternatives asset management business based in London. Its product range includes forestry, renewables, infrastructure, housing, private equity and strategic public equity funds. Prior to this he spent time at a range of leading asset management firms where his investment activities included both public and private equity. He holds a number of investment committee and NED roles and is a former rugby player and current rugby coach. Our conversation traces Tony's career in investing, the lessons he learned from his time playing rugby and how they transfer to finance and investment. We talk about how his interest in ESG and sustainable investing evolved and why the ability to adapt is a key skill to have in the world of investing.

On the Vox Markets Podcast Today: 18th August 2020 Paul Hill interviews Richard Staveley and Laurence Hulse of Gresham House Strategic #GHS explain how they aim to double their investors' money over a 5-year period (equivalent to a CAGR of 15% pa).  They also mention the following companies: Augean #AUG IMImobile #IMI Van Elle #VANL ULS Technology #ULS Flowtech Power #FLO Fulcrum Utility Services #FCRM Pressure Technologies #PRES Glen Goodman, former ITV News Business correspondent and now author of, "The Crypto Trader", covers this week's Bitcoin, Blockchain and Cryptocurrency news. Plus the Top 5 Most Followed Companies & the Top 5 Most liked RNS's on Vox Markets in the last 24 hours. Vox Markets is revolutionising the way companies engage with shareholders and the stock market at large. By aggregating IR and digital content onto one secure and compliant platform, Vox Markets has established itself as the go-to resource for the investment community. #VoxMarkets #StockMarket #LivePrices #StockMarketNews #Money #Investing #Investments #Finance #Business #Podcast https://www.voxmarkets.co.uk/

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Tony Dalwood studied Economics and Accounting at Bristol University and then Management and Business at Cambridge, where he took his post graduate degree and won a Blue playing Rugby. He then played Rugby for Saracens and Rosslyn Park, before his journey into Asset Management.    He talks of his career, beginning as a value-orientated equity manager, and his transition into the world of private equity, at that stage, an embryonic asset class. He discusses his subsequent roles as CEO of Schroder Ventures (London), and work as Chairman of the London Pensions Fund Authority Investment Panel.   The conversation moves to life as CEO of Gresham House, a quoted company investing in alternative assets. He discusses real asset investing, describing the investment characteristics and approach to investing in Forestry, New Energy, Housing and Infrastructure.  He then talks of today's narrow equity markets, some of the parallels with the situation 20 years ago, and of today's equity market disenchantment with the approach to value investing.   Finally he discusses small cap investing in the UK, the challenges facing public markets and the likely composition of portfolios in the future.