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Strategic Equity Capital – Different in a good way

Strategic Equity Capital – Different in a good way. Please click on the link above to access our latest research note on Strategic Equity Capital.

The trouble with choosing between UK equity funds is the similarity of their investment styles. Strategic Equity Capital’s approach, looking at companies the same way that a private equity investor would and engaging with them, is refreshingly different. What’s more, it seems to work, making investors three times their money over the past five years, well ahead of its nearest rival. This has attracted the attention of Lord Rothschild’s RIT Capital Partners, which has just acquired the management company and taken a substantial stake in SEC.

Strategic Equity Capital (“SEC”) invests in a relatively concentrated portfolio of quoted UK equities with the aim of generating an internal rate of return of 15% per annum across an economic cycle. Stocks are evaluated using private equity techniques and the investment manager operates a policy of constructive engagement with companies in the portfolio where appropriate.

SEC : Strategic Equity Capital – Different in a good way


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