14 min
1. Uncovering Trusts - HgT Uncovering Trusts by Edison Group
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- Investing
Today Milosz dives into HgT's portfolio of leading, profitable, unquoted European mid-market businesses with an international footprint, offering mission-critical, low-spend software solutions to SMEs. He discusses how HgT's portfolio fulfils the so-called 'Rule of 40' by delivering revenue and EBITDA growth of around 20–30% per annum at a margin above 25% across its top 20 holdings. Finally, he delves into the key underlying drivers of HgT's healthy historical returns.
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About Uncovering Trusts:
Uncovering Trusts is a podcast run by Edison analysts, which is released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.
About Edison:
Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: Engage and build bigger, better-informed investor audiences for our clients.
Edison covers 50+ investment trusts. Read about them here: https://www.edisongroup.com/equities/investment-companies/
Today Milosz dives into HgT's portfolio of leading, profitable, unquoted European mid-market businesses with an international footprint, offering mission-critical, low-spend software solutions to SMEs. He discusses how HgT's portfolio fulfils the so-called 'Rule of 40' by delivering revenue and EBITDA growth of around 20–30% per annum at a margin above 25% across its top 20 holdings. Finally, he delves into the key underlying drivers of HgT's healthy historical returns.
----------------------------------------------------------
About Uncovering Trusts:
Uncovering Trusts is a podcast run by Edison analysts, which is released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.
About Edison:
Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: Engage and build bigger, better-informed investor audiences for our clients.
Edison covers 50+ investment trusts. Read about them here: https://www.edisongroup.com/equities/investment-companies/
14 min