HARDMAN & CO RESEARCH Hardman & Co Research: ICG Enterprise Trust (ICGT): ICGT's steps to value-adding portfolio construction

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22/02/2021 08:30

Hardman & Co Research
Hardman & Co Research: ICG Enterprise Trust (ICGT): ICGT's steps to value-adding portfolio construction

22-Feb-2021 / 07:30 GMT/BST

Hardman & Co Research: ICGT's steps to value-adding portfolio construction

In this note, we examine how ICGT's approach to active portfolio construction and management adds value to its investors. ICGT has a focused, multi-stage approach, with a stringent filtering process, which starts with the whole private equity (PE) market but then narrows down investments to buyouts - in developed markets, mainly in the mid-market/larger deals, and through leading PE managers. Individual opportunities must then meet ICGT's defensive growth strategy. Third-party manager relationships are leveraged to generate high-conviction (HC) ideas. This has all led to an 11% NAV total return over nine months and 203% over 10 years.

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About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors' understanding of companies, sectors, industries and investment securities. Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge.  Our focus is to raise companies' profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services. Some of our notes have been commissioned by the company which is the subject of the note; this is clearly stated in the disclaimer where this is the case.

Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd and is authorised and regulated by the Financial Conduct Authority; our FCA registration number is 600843. Hardman Research Ltd is registered at Companies House with number 8256259.

Our research is provided for the use of the professional investment community, market counterparties and sophisticated and high net worth investors as defined in the rules of the regulatory bodies.  It is not intended to be made available to unsophisticated retail investors. Anyone who is unsure of their categorisation should consult their professional advisors. This research is neither an offer, nor a solicitation, to buy or sell any security. Please read the note for the full disclaimer.

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End of Announcement - EQS News Service

1169788  22-Feb-2021 


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