Following the popular two-part series format from last year, Colm Walsh, Co-Manager of ICG Enterprise Trust, meets with Hardman & Co analyst Mark Thomas to answer readers' questions gathered across a range of topics.
In the first episode, Colm discusses the trust’s approach to investing in private equity and its positioning in an uncertain economic environment. The conversation explores ICG Enterprise Trust’s defensive growth strategy, recent market challenges and the outlook for transaction activity and exit uplifts.
Mark and Colm also discuss the opportunities and risks presented by AI, including the trust’s exposure to software and how its managers are approaching a rapidly changing technology landscape.
Watch the interview now to find out more.
00:47 – The reasons to invest in ICGT
02:22 – Defensive growth matters
04:49 – NAV growth relative top investee company earnings growth
06:27 – The outlook for private equity realisations
08:52 – The outlook for exit uplifts
10:18 – ICGT and the AI challenge
12:54 – AI benefits to the portfolio
Read the latest research on ICG Enterprise Trust.
ICG Enterprise Trust is a London-listed fund investing primarily in profitable, cash-generative private companies in Europe and the US to generate long-term defensive growth. It is the only UK-listed private equity investor that focuses exclusively on investing in buyouts globally. ICGT is one of ca.10% ITs that are “ISA-millionaire” investments.
