Strategic Equity Capital – Measured expansion on strong performance

Please click on the link to access Marten & Co’s research note on Strategic Equity Capital (SEC)

Strategic Equity Capital’s strong performance compared to both its rivals and comparable UK indices has increased in recent months. This good performance and inclusion in UK indices are fuelling demand for the trust, pushing up the premium. If shareholders approve, up to 20m new shares will become available from August. The manager is cognisant though to take in new cash only when it is needed, to avoid diluting future returns on the current portfolio for existing shareholders.

Strategic Equity Capital – Measured expansion on strong performance

Strategic Equity Capital is a London-listed investment trust which seeks to create shareholder value through constructive corporate engagement with publicly quoted companies. The investment objective of the Company is to achieve absolute returns (i.e growth in the value of investments) rather than relative returns (i.e. attempting to outperform selected indices) over a medium-term period, principally through capital growth. You can access the manager’s website here.

SEC : Strategic Equity Capital – Measured expansion on strong performance