Strategic Equity Capital (SEC)’s managers believe that we are now in a late-mid-stage bull market. Reflecting this, they are maintaining a preference for companies exposed to structural growth, are aiming to operate with higher levels of cash in the portfolio (10- 15% up from 5-10%) and the focus is on “reasonably priced growth” and “self-help” opportunities.
10 May 2016
Cashing up!
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Cashing up!
Strategic Equity Capital plc (SEC:LON) | 0 0 0.0% | Mkt Cap: 153.8m
- Published:
10 May 2016 -
Author:
Ed Marten -
Pages:
14
Strategic Equity Capital (SEC)’s managers believe that we are now in a late-mid-stage bull market. Reflecting this, they are maintaining a preference for companies exposed to structural growth, are aiming to operate with higher levels of cash in the portfolio (10- 15% up from 5-10%) and the focus is on “reasonably priced growth” and “self-help” opportunities.