Money Makers

Readers’ questions: Gresham House

3rd August 2023

I am inviting readers to send me questions and will be answering selected ones from time to time. While I cannot give individual investment advice, or specific buy or sell recommendations, I am happy to give my honest assessment of macro issues and specific trust or sectors, where I have something of value to say. Here is the first such question.

Q: What are the general implications for the funds held by an investment company if it is bought by private equity? Is there a prevailing sense of what the future holds? As an example I am thinking of RESI and GRID and the offer to buy Gresham Ho...

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Disclaimer: Please note that Jonathan Davis is neither authorised or regulated by the Financial Conduct Authority and as such is not permitted to offer financial or investment advice to UK resident investors, whether or not the intended investments are regulated or unregulated. Nothing appearing on the Money Makers website or in any of the content offered as part of the Money Makers service should be construed as financial advice. We strongly encourage you to consult an FCA-authorised Independent Financial Adviser before committing to any form of investment. This is not an offer to participate in a collective investment scheme as defined in section 235 of the Financial Services and Markets Act (2000) and therefore investors will not have access to the Financial Services Compensation Scheme or the Financial Ombudsman Service.