Research on ICG Enterprise Trust (ICGT) from Hardman & Co
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.
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