Strategic Equity Capital

Selective investment in UK small-cap growth stocks

20 March 2015

Strategic Equity Capital (SEC) is an actively managed closed-ended fund investing in a concentrated portfolio of quoted UK small-cap companies using a private equity style approach. NAV total returns are ahead of the FTSE Small-Cap ex-IT index since inception and lead the peer group over one, three and five years, with recent outperformance augmented by the takeover of Allocate Software at a substantial premium. Portfolio companies are forecast to achieve strong earnings growth in 2015 and the manager sees M&A activity as a potential source of incremental performance. The manager also highlights a promising pipeline of potential investment opportunities. MORE »

Highly focused UK small-cap investing

25 September 2014

Strategic Equity Capital (SEC) invests in a concentrated portfolio of quoted UK small-cap companies using a private equity style approach. The manager looks for companies able to increase value through strategic, operational or management change over a three-year timeframe. SEC’s NAV total return has outperformed the FTSE Small-Cap ex-IT Index since inception, recording periods of outperformance in both rising and falling markets. The manager highlights a long list of current investment candidates with the prospect of further new purchases in 2014 and sees increased M&A activity as a potential source of incremental performance. MORE »