Edison issues report on HgT (LSE: HGT)

Summary by AI ^BETAClose X

Edison Investment Research has issued a report on HgT (HGT), noting that the company's operating environment has improved, leading to positive net asset value total returns in the second and third quarters. HgT has demonstrated strong compounding growth, with annual NAV TR of 14.5% over five years and 17.8% over ten years, driven by the digitalization trend. Despite the unpredictable impact of AI, HgT's experienced investment manager has developed AI capabilities to support its portfolio companies, showing promising initial results. Currently, HgT shares are trading at a 16.1% discount to NAV, which is wider than its ten-year average discount of 8%.

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Edison Investment Research Limited
Edison issues report on HgT (LSE: HGT)

21-Nov-2025 / 10:19 GMT/BST
The issuer is solely responsible for the content of this announcement.

London, UK, 21 November 2025

Edison issues report on HgT (HGT)

Edison issues report on HgT (LSE: HGT)

After more volatile public markets and an ‘uncertainty pause’ in global IT spending in early 2025, the environment has become more favourable for HgT, leading to positive NAV TR in Q2 and Q3. We remain convinced in its equity story as a strong compounder benefiting from the secular digitalisation trend, as illustrated by its healthy NAV TR of 14.5% and 17.8% per year over the five and 10 years. While the consequences of a platform shift like the one now triggered by AI are difficult to predict, HgT’s investment manager is experienced in navigating such disruptive changes and has built extensive AI capabilities to support its portfolio in the adoption journey, with some initial promising outcomes. HgT’s shares now trade at a 16.1% discount to NAV, versus a 10-year average of 8%.

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