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Regional ICT Group Positioned for Growth
4iG Nyrt. FY22 results reflect the changing profile of the group as it has transitioned via a series of acquisitions from a business...

Adam Strydom
Jan 18, 20241 min read


Depressed Valuations Imply Upside Potential
The UK mini-budget in September 2022 highlighted an already well-known problem: rising house prices have made traditional home ownership...

Adam Strydom
Jan 18, 20241 min read


Standing the Test
The Law Debenture Group's (LWDB) investment objective is to achieve long-term capital growth in real terms and steadily increasing...

Adam Strydom
Jan 18, 20241 min read


Reducing NAV but Focusing on Income
Ahead of interim results for the six months ended 31 December 2022 (H123), Supermarket Income REIT (SUPR) has reported its externally...

Adam Strydom
Jan 18, 20241 min read


Entering FY23 with Positive Momentum
XP Power (XP) battled through FY22 to meet strong customer demand despite numerous supply chain challenges. H2 performance was...

Adam Strydom
Jan 18, 20241 min read


Edison Insight February 2023
This is the February edition of Edison Insight. Edison Group has c 400 companies under coverage, of which 97 are profiled in this...

Adam Strydom
Jan 18, 20241 min read


Key Takeaways from the 2023 Capital Markets Day
At its capital markets day (CMD) Molten Ventures highlighted its successful growth since it listed in 2016, having grown its gross...

Adam Strydom
Jan 18, 20241 min read


Powering On
Gresham House Energy Storage Fund (GRID) invests in utility-scale battery energy storage systems (BESS) in Great Britain and Ireland. The...

Adam Strydom
Jan 18, 20241 min read


So Far So Good
abrdn Private Equity Opportunities Trust (APEO) reported a robust 14.1% NAV total return (TR) in FY22 (ended September), as underlying...

Adam Strydom
Jan 18, 20241 min read


A Gateway to an Expanding Equities Universe
Private equity (PE) has established itself as an important asset class for institutional investors globally (to which they often allocate...

Adam Strydom
Jan 18, 20241 min read
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