Jeff Harris and Adam Khanbhai have been managing Strategic Equity Capital’s (SEC’s) portfolio jointly since February 2017. Since this time, NAV growth has been solid (a total return of 14.3%, which is broadly in line with the MSCI UK Small Cap Index’s return of 14.1%) but SEC has strongly outperformed during the last year, returning 2.3%, while the index fell 5.8%. Despite this, its discount has remained stubbornly wide.
16 Jul 2019
Discounted opportunity
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Discounted opportunity
Strategic Equity Capital plc (SEC:LON) | 0 0 0.0% | Mkt Cap: 153.8m
- Published:
16 Jul 2019 -
Author:
Ed Marten -
Pages:
25
Jeff Harris and Adam Khanbhai have been managing Strategic Equity Capital’s (SEC’s) portfolio jointly since February 2017. Since this time, NAV growth has been solid (a total return of 14.3%, which is broadly in line with the MSCI UK Small Cap Index’s return of 14.1%) but SEC has strongly outperformed during the last year, returning 2.3%, while the index fell 5.8%. Despite this, its discount has remained stubbornly wide.