Hardman & Co Research on ICG Enterprise Trust plc (ICGT):

Investor questions answered and 1HFY’27 results

ICGT recently hosted two webinars to answer questions submitted by Hardman & Co readers. In Part 1, the manager discussed the trust’s approach to PE investing, and its positioning in uncertain times through its defensive growth strategy. He also reviewed recent market challenges, the outlook for transaction activity/exit uplifts, AI opportunities and risks (including the impact on software). Part 2 covered ICGT’s gearing and interest-rate sensitivity, dividend policy, share buybacks and the sector-wide persistent discounts to NAV, the sustainability of shareholder returns and demand for shares.

Please click on the link below for the full report:

https://hardmanandco.com/research/corporate-research/investor-questions-answered-and-1hfy27-results/

If you are interested in meeting the company, you can register your interest at the same link.

Analyst: Mark Thomas mt@hardmanandco.com

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Hardman Research Ltd, trading as Hardman & Co, is an Appointed Representative of Palace Ventures Limited, which is authorised and regulated by the Financial Conduct Authority (FRN 433291). Hardman Research Ltd is registered at Companies House with number 8256259. Attention is drawn to the important disclaimers at the end of the report.