WS T. Bailey UK Responsibly Invested Equity Fund on Origin Enterprises plc
Thesis
Origin Enterprises moved higher after acquiring Lighthouse Development Consulting, adding UK planning and development capabilities in renewable energy, clean technology and infrastructure. The fund presents the acquisition as a strategic extension of the business into sustainability-linked growth areas. The move was supported by resilient underlying trading, with first-half revenue increasing 2.5% year on year. The long thesis therefore combines steady core trading with broader exposure to renewable-energy and infrastructure development.
“Origin Enterprises moved higher following the acquisition of Lighthouse Development Consulting”