top of page


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


Income Progress Mitigates Pressure on Valuation
For Q223, Target Healthcare REIT Ltd (THRL) (THRL) declared a second quarterly DPS of 1.69p, supported by inflation-linked rental growth...

Adam Strydom
Jan 18, 20241 min read


Robust Exit Activity in Q123
Deutsche Beteiligungs AG (DBAG) posted a 7% increase in NAV per share in Q123 (ending 31 December 2022), supported by a €23.9m positive...

Adam Strydom
Jan 18, 20241 min read


Well Set for Robust Long-Term PGM Prices
Sylvania Platinum Limited’s Q223 results did not match the strong Q1, reflecting a blend of price, cost and fx moves. However, production...

Adam Strydom
Jan 18, 20241 min read


Capacity Increase Supports Strong Growth
HELIOS UNDERWRITING PLC reported a 27% increase in Lloyd’s of London (Lloyd’s) underwriting capacity for the start of 2023 to £296.6m,...

Adam Strydom
Jan 18, 20241 min read
All
bottom of page