Hardman

Hardman & Co Q&A on Apax Global Alpha: Hidden gems strategy delivering new investment opportunities

Retrieved on: 
Sunday, December 10, 2023

Hardman & Co Q&A on Apax Global Alpha: Hidden gems strategy delivering new investment opportunities

Key Points: 
  • Hardman & Co Q&A on Apax Global Alpha: Hidden gems strategy delivering new investment opportunities
    The issuer is solely responsible for the content of this announcement.
  • Apax Global Alpha (LON:APAX) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • In this interview Mark discusses his recent report on the company entitled ‘“ Hidden Gems” strategy: green shoots into live deals ’.
  • Apax Global Alpha are a closed-ended investment company that invests in a portfolio of private equity funds advised by Apax, and a focused portfolio of debt and equity.

Hardman & Co Q&A on ICG Enterprise Trust (ICGT): 1H FY’24: defensive growth paying off

Retrieved on: 
Tuesday, November 7, 2023

Hardman & Co Q&A on ICG Enterprise Trust (ICGT): 1H FY’24: defensive growth paying off

Key Points: 
  • Hardman & Co Q&A on ICG Enterprise Trust (ICGT): 1H FY’24: defensive growth paying off
    The issuer is solely responsible for the content of this announcement.
  • Q&A on ICG Enterprise Trust (ICGT) | 1H FY’24: defensive growth paying off
    ICG Enterprise Trust (LON:ICGT) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • He explains what ICGT investors get from the strategy, ICGT’s exposure to the higher interest rate environment and what defensive growth as a strategy means in practice.
  • ICG Enterprise Trust plc is a leading listed private equity investor focused, on creating long-term growth by delivering consistently strong returns through selectively investing in profitable private companies, primarily in Europe and the US.

Hardman & Co Analyst Interview on City of London Investment Group (CLIG): Performance pays dividends

Retrieved on: 
Tuesday, October 17, 2023

City of London Investment Group is the topic of conversation when Brian Moretta, Financial Analyst at Hardman & Co joins DirectorsTalk Interviews.

Key Points: 
  • City of London Investment Group is the topic of conversation when Brian Moretta, Financial Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • In this interview Brian provides insights into the full-year results of City of London Investment Group plc.
  • The interview also highlights the company’s new REIT and Global equity strategies and the appeal of City of London’s dividend yields.
  • City of London Investment Group plc (LON:CLIG) is an established asset management group listed on the London Stock Exchange, IT consists of two wholly-owned subsidiaries that invest primarily in closed-end funds.

Hardman & Co Q&A on The International Stock Exchange (TISE): Strong first half of 2023

Retrieved on: 
Monday, September 25, 2023

The International Stock Exchange (TISE) is the topic of conversation when Jason Streets, Analyst at Hardman & Co joins DirectorsTalk Interviews.

Key Points: 
  • The International Stock Exchange (TISE) is the topic of conversation when Jason Streets, Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • Jason explains what The International Stock Exchange does, what makes it different, how it makes money, how they performed in the first half of the year and threats or risks to its model.
  • The International Stock Exchange, or TISE, is a stock exchange based in Guernsey in the Channel Islands.
  • If you are interested in meeting the company, you can register your interest here
    You can download our most recent report on TISE, here

Hardman & Co Q&A on Real Estate Credit Investments: Why commercial property worries do not apply to RECI

Retrieved on: 
Saturday, September 16, 2023

Hardman & Co Q&A on Real Estate Credit Investments: Why commercial property worries do not apply to RECI

Key Points: 
  • Hardman & Co Q&A on Real Estate Credit Investments: Why commercial property worries do not apply to RECI
    The issuer is solely responsible for the content of this announcement.
  • Real Estate Credit Investments (LON: RECI) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • Mark gives us an overview of his report entitled, ‘ Why CRE equity worries should not apply to RECI ’, the importance of RECI being a debt provider and reducing the probability of default.
  • Real Estate Credit Investments is a specialist investor in UK and European real estate credit markets with a focus on fundamental credit and value.

Hardman & Co Q&A on ICG Enterprise Trust (ICGT): Practical assessment of defensive growth strategy

Retrieved on: 
Friday, July 21, 2023

ICG Enterprise Trust (ICGT) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.

Key Points: 
  • ICG Enterprise Trust (ICGT) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • Mark takes us through his report on the trust entitled ‘ Investor Day: defensive growth in practice ’, explains what investors get from the strategy, what differentiates ICGT from other private equity and what defensive growth as a strategy means in practice.
  • ICG Enterprise is a leading listed private equity investor focused on creating long-term growth through selectively investing in profitable private companies, primarily in Europe and the US.
  • If you are interested in meeting the company, you can register your interest here

Hardman & Co Q&A on Apax Global Alpha (APAX) Capital Markets Day: value added by the manager

Retrieved on: 
Thursday, July 20, 2023

Hardman & Co Q&A on Apax Global Alpha (APAX) Capital Markets Day: value added by the manager

Key Points: 
  • Hardman & Co Q&A on Apax Global Alpha (APAX) Capital Markets Day: value added by the manager
    The issuer is solely responsible for the content of this announcement.
  • Q&A on Apax Global Alpha (APAX) | Capital Markets Day: value added by the manager
    Apax Global Alpha (APAX) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • In this interview Mark takes us through his recent report on the company entitled ‘ 2023 Capital Markets Day: accessing hidden gems ’, the key investor comments addressed at the Capital Markets Day, Apax’s thoughts on the PE financing market and any risks associated with investing.
  • Apax Global Alpha are a closed-ended investment company that invests in a portfolio of private equity funds advised by Apax, and a focused portfolio of debt and equity.

Hardman & Co Q&A on Real Estate Credit Investments (RECI): Stable dividends since 2013

Retrieved on: 
Thursday, July 6, 2023

Real Estate Credit Investments (LON:RECI) is the topic of conversation when Mike Foster, Analyst at Hardman & Co joins DirectorsTalk Interviews.

Key Points: 
  • Real Estate Credit Investments (LON:RECI) is the topic of conversation when Mike Foster, Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • Mike reminds us of what RECI does, discusses the quality of the loan exposure and how that might change.
  • Real Estate Credit Investments is a specialist investor in UK and European real estate credit markets with a focus on fundamental credit and value.
  • If you are interested in meeting the company, you can register your interest here
    You can download our most recent report on RECI, here

Hardman & Co Q&A on ICG Enterprise Trust (ICGT): FY’23 results proving the value of a defensive growth strategy

Retrieved on: 
Wednesday, June 21, 2023

ICG Enterprise Trust (ICGT) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.

Key Points: 
  • ICG Enterprise Trust (ICGT) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • Mark gives us an overview of his recent report entitled ‘ FY results: proving the market-beating model again ’, provides more details around the results, talks us through the reduction in the manager’s fee and explains what defensive growth as a strategy means in reality.
  • ICG Enterprise Trust plc is an investment company.
  • It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index of the largest listed companies.

Hardman & Co Q&A on Anglo Asian Mining (AAZ): Mining at a key moment in its evolution

Retrieved on: 
Friday, June 2, 2023

Anglo Asian Mining is the topic of conversation when Paul Mylchreest, Analyst at Hardman & Co joins DirectorsTalk Interviews.

Key Points: 
  • Anglo Asian Mining is the topic of conversation when Paul Mylchreest, Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • Paul gives us an overview of Anglo Asian Mining, outlines the strategic transformation that Anglo Asian has embarked on, summarises “Copper 1”, the more complicated “Copper 2” and the key investment criteria relating to Anglo Asian.
  • Anglo Asian Mining plc (LON: AAZ) are a leading copper & gold producer in Azerbaijan with a range of assets from exploration to full production.
  • If you are interested in meeting the company, you can register your interest here