Hardman & Co Research: ICG Enterprise Trust Plc (ICGT): CM day 2024 - defensive growth value creation
The key messages from ICGT’s June 2024 shareholder seminar were i) ICGT has a focused and differentiated investment strategy with a dedicated...
ICG Enterprise Trust - FY’24: portfolio companies performing strongly
The key message from ICGT’s FY’24 results (to January) is the continued strength of the operating companies, which keep delivering mid-teen EBITDA...
ICG Enterprise Trust Plc (ICGT) - Putting the discount into perspective
ICGT’s discount, like most of the listed PE sector, is well above historical averages. We also consider how the triggers to a potential re-rating...
Hardman & Co Monthly: July 2024
In 2023, and for the second year running, the Hardman & Co sector index declined, by 3.7%, underperforming both the FTSE 100 and the FTSE All-Share...
The Hardman & Co Monthly: May 2024
Is silver the cheapest asset on the planet? Silver is a precious metal, a monetary metal and an industrial metal with a surprisingly wide range of...
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