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Sunday Summary

14 Jul 2024 / News

The Sunday Summary provides an overview of Hardman & Co research published over the past seven days, as well as an update on other Hardman happenings.

 

THIS WEEK IN RESEARCH

Apax Global Alpha (APAX)

CM day: further proof of value added by Apax

10 July 2024  | Investment Companies

Duke Capital (DUKE)

FY’24 results: record cashflows

12 July 2024  |  Financials

 

THIS WEEK IN VIDEO & AUDIO

EIS Navigator  |  Episode 99. In this episode, we get a great founder story. Despite not having a medical background, Clare Brenner founded Myogenes, which specialises in pharmocogenetic testing. She has a very personal story about her motivation for initially focusing on mental health to begin with, as well as her experiences in starting in a new area.

DirectorsTalk Interview | ICG Enterprise Trust. In this interview, Mark Thomas discusses the value added by ICGT’s unique defensive growth strategy. Mark provides a comprehensive overview of ICGT’s investment approach, the robustness of its capital structure, and the advantages of leveraging the ICGT platform. He also addresses key market dynamics, including debt pricing and availability, and elaborates on ICGT’s capital allocation strategy.

Analyst Q&A  |  Praetura IHT Service. Brian Moretta joins Larissa Adams to discuss his report on the BR Review: Praetura Inheritance Tax Planning Service from Praetura Ventures. This is a non-AIM/unquoted BR product investing into private trading companies lending to SMEs.

Analyst Q&A  |  SIS Ventures Impact First Fund. In this interview, Brian Moretta discusses his recent report on the Impact First Fund from SIS Ventures Limited. This is an evergreen alternative investment fund investing in unquoted impact technology companies