The EIS Navigator cover image

The EIS Navigator

17 - Bevan Duncan and Ken Wotton on a private equity approach to quoted investments

Jan 26, 2021
01:04:16

While most VCT and EIS investors probably have some knowledge of quoted equity markets, listed investments using these schemes have very different characteristics from the mainstream. The Baronsmead VCTs invest in both unquoted and quoted companies and Bevan Duncan and Ken Wotton manage the respective portfolios there.

We go through the whole process, discussing the differences in how investments are sourced and focussing on how managers can work with companies once invested. We dig into what the real differences are and how these can affect outcomes. We also get their views on how the steady reduction in listed companies and increase in capital in unquoted markets affects their world.

Suggested book:

Rebel Ideas: The Power of Diverse Thinking by Matthew Syed

The Undoing Project: A Friendship that Changed the World by Michael Lewis

Baronsmead VCTs - https://greshamhouse.com/strategic-equity/private-equity/baronsmead-vcts/

Gresham House - https://greshamhouse.com/

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode