This week Nick talks to Ken Wotton, Managing Director, Public Equity at Gresham House.

A renowned investor, Ken trained as an accountant and worked as an equities analyst before running client money. Ken now heads up the Gresham House Public Equity Team that manages c. £1bn. of assets across three open-ended funds.

Ken and Nick discuss Ken’s background and career, his investment strategy at Gresham House, the importance on focusing on company fundamentals instead of sentiment and opportunities for the future.

Ken's book choices were The Big Short by Michael Lewis and Hillbilly Elegy by J. D. Vance 

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