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Gresham House Asset Management Limited
Tony Dalwood · Asset Manager · Multi-Strategy
Gresham House Asset Management Limited is a specialist alternative asset manager based in the United Kingdom. Founded in 1857, the firm is one of London's oldest companies and underwent a significant transformation in 2014 following a management buy-in led by CEO Tony Dalwood. The institution focuses on five key areas: forestry, new energy and sustainable infrastructure, housing, and public and private equity. It provides a range of investment products to institutional investors, family offices, and individuals, managing a diverse portfolio of real assets and strategic equity. Gresham House is recognized for its leadership in sustainable finance and nature-based solutions, being one of the first firms to receive the London Stock Exchange’s Green Economy Mark. The company aims to deliver superior long-term financial returns while generating positive social and environmental impacts across its specialized investment strategies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +2.1% |
| YTD return | -10.3% |
| Sharpe ratio | 1.58 |
| Win rate | 40% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://greshamhouse.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SBIGY | Sabre Insurance Group plc | 76.9% | 0.0% |
| MNSKY | Moneysupermarket.com Group PLC | 4.6% | 0.0% |
| GSK | GlaxoSmithKline PLC ADR | 3.8% | +13.2% |
| JSAIY | J Sainsbury PLC OTC | 2.2% | 0.0% |
| PHGPY | Pets at Home Group Plc | 2.2% | 0.0% |
| TSM | Taiwan Semiconductor Manufacturing | 1.2% | +54.7% |
| GOOGL | Alphabet Inc Class A | 1.2% | +45.0% |
| ASML | ASML Holding NV ADR | 0.9% | +70.9% |
| MSFT | Microsoft Corporation | 0.9% | -3.3% |
| NVDA | NVIDIA Corporation | 0.9% | +21.4% |
| LLY | Eli Lilly and Company | 0.9% | +41.3% |
| AMZN | Amazon.com Inc | 0.8% | +17.1% |
| TJX | The TJX Companies Inc | 0.5% | -9.0% |
| MA | Mastercard Inc | 0.5% | -0.8% |
| LRLCY | L’Oreal Co ADR | 0.5% | 0.0% |
| AXP | American Express Company | 0.5% | -4.1% |
| AZN | AstraZeneca PLC | 0.4% | -0.4% |
| DHR | Danaher Corporation | 0.4% | +1.5% |
| CDNS | Cadence Design Systems Inc | 0.4% | -16.2% |
| BSX | Boston Scientific Corp | 0.4% | -54.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | MNSKY | 0.0% → 4.7% |
| Oct 1, 2025 | BUY | GSK | 0.0% → 3.4% |
| Oct 1, 2025 | BUY | JSAIY | 0.0% → 2.2% |
| Oct 1, 2025 | BUY | PHGPY | 0.0% → 2.2% |
| Oct 1, 2025 | BUY | SBIGY | 0.0% → 78.0% |
Investment Style Analysis
Gresham House Asset Management Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance Brokers and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Gresham House Asset Management Limited made a significant move by increasing exposure to MNSKY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Gresham House employs a sustainable investment philosophy that integrates environmental, social, and governance (ESG) factors across its entire portfolio to mitigate risk and identify opportunities for alpha. The firm follows a thematic approach, centering on global trends such as decarbonization, resource efficiency, and population growth. In its Strategic Equity division, the firm applies a private equity approach to public markets, emphasizing deep fundamental analysis and active stewardship to drive value in UK and European smaller companies. Its Real Assets strategy focuses on tangible, long-term investments in forestry and renewable energy infrastructure, aiming to provide stable, inflation-linked returns and portfolio diversification through assets that demonstrate low correlation with traditional equity markets.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Gresham House Asset Management Limited.
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Frequently asked questions
How is the simulated portfolio for Gresham House Asset Management Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Gresham House Asset Management Limited's largest holding?
As of the latest filing, Gresham House Asset Management Limited's top position is Sabre Insurance Group plc (SBIGY), representing 76.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Gresham House Asset Management Limited's historical performance and risk profile?
Our simulation indicates a total return of +2.1% with a win rate of 40%. Notably, the portfolio maintains a Sharpe Ratio of 1.58, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Gresham House Asset Management Limited primarily invest in?
Gresham House Asset Management Limited has a strong preference for the Insurance Brokers sector, which makes up 76.9% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Gresham House Asset Management Limited's portfolio concentrated or diversified?
Gresham House Asset Management Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 85.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Gresham House Asset Management Limited performed in 2026?
Our AI-simulated model portfolio for Gresham House Asset Management Limited tracks a Year-to-Date (YTD) return of -10.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tony Dalwood manage Gresham House Asset Management Limited directly?
Yes, Tony Dalwood serves as the key portfolio manager for Gresham House Asset Management Limited, overseeing the investment strategy and final capital allocation decisions.