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You are here: Manager factsheet

Ken Wotton
Gresham House Asset Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Ken is Managing Director, Public Equity, and leads the investment team managing public equity investments. He is lead manager for LF Gresham House UK Micro Cap Fund, LF Gresham House UK Multi Cap Income Fund, Strategic Equity Capital plc and manages AIM listed portfolios on behalf of the Baronsmead VCTs. Ken graduated from Brasenose College, Oxford, before qualifying as a Chartered Accountant with KPMG. He was an equity research analyst with Commerzbank and then Evolution Securities prior to spending the past 12 years as a Fund Manager at Livingbridge and now Gresham House specialising in smaller companies.
Total return for Ken Wotton
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ken Wotton

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Ken Wotton 13.6 3.3 -12.4 28.1 7.6 6.6 4.1 16.2 -0.5 10.9
Peer Group Composite 11.1 -2.6 -13.0 26.5 3.2 8.8 0.3 10.9 5.8 7.3
Over / Under 2.5 5.9 0.6 1.6 4.4 -2.2 3.8 5.3 -6.3 3.6
Performance vs peer group composite: Ken Wotton
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baronsmead Second Venture Trust Plc Co-managed IT VCT since Feb 26 2007 to present
Baronsmead Venture Trust PLC Co-managed IT VCT since Feb 26 2007 to present
WS Gresham House UK Micro Cap Co-managed IA UK Smaller Companies since May 19 2009 to present
WS Gresham House UK Multi Cap Income Co-managed IA UK Equity Income since Jun 30 2017 to present
WS Gresham House UK Smaller Companies Lead manager IA UK Smaller Companies since Feb 01 2019 to present
Strategic Equity Capital plc Lead manager IT UK Smaller Companies since Oct 01 2020 to present
Funds managed previously
Fund Periods
Baronsmead VCT 5 since Feb 26 2007 to fund close
Baronsmead VCT 4 since Feb 26 2007 to fund close
Baronsmead VCT plc since Feb 26 2007 to Feb 08 2016
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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