Anthony Dalwood
The Architect
Structured and legacy-driven; builds the systems and institutions that last.
Anthony Dalwood presents as a classic Architect, methodically constructing Gresham House from a 12 million pound shell into a multi-strategy alternative investment platform.
“Do you sometimes worry that as expression goes, people are paying a positive fee for a negative real yield and they are moving from the super liquid defensive part of their portfolio into an area that has none of those characteristics and some of the maybe higher attendant risks.”
“But institutions have recognized the ESG criteria, have recognized the diversification and the return criteria. And that return criteria comes from pricing, increasing in pricing of wood and timber and the fact that they are looking increasing over 10, 20, and 30 years some of these institutions recognize they don't need every year to hav…”
“So when there is too much wind and too much solar, you need to manage the green and vice versa too little. How do you do that at the moment? The best way of doing that is through battery storage. And increasingly, we think that we've deployed 250 odd million pounds worth of battery storage in the UK. We expect that to double and treble.”
“One is there's the sophistication or Portfolios and portfolio construction has meant that people want more diversification and greater or lower correlation to each asset classes. And alternatives can provide that. And finally, particularly a theme over the last two or three years as ESG, environmental, social and governance issues.”
Money Maze Podcast: “Anthony Dalwood, CEO, Gresham House Plc”
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