IP Group - NAV expected to decline further in H223
IP Group has released its year-end update, indicating that its end-2023 NAV per share will be in the range of 111p to 117p. This would represent a...
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IP Group - Detailed look at the deeptech portfolio
IP Group has built a commendable portfolio of businesses developing breakthrough technologies, with an aggregate value of more than £200m at...
215 Views
IP Group - Remaining on track despite tough markets
IP Group’s private portfolio valuations remained broadly stable in H123, with its c 4.1% NAV decline in total return (TR) terms mostly due to a de...
212 Views
IP Group - Deep dive into the life sciences portfolio
We consider IP Group a compelling healthcare play with 31% of its end-2022 portfolio invested in life sciences companies, or 47% including Oxford...
236 Views
IP Group - Priority companies making progress in 2022
IP Group’s NAV per share came in at 132.9p at end-2022, only 2% below the end-June 2022 level. The NAV decline during 2022 was primarily due to the...
352 Views