On the podcast this week This week's podcast is a shorter than usual 30-minute episode, the result of both our producer Ben and I taking a few days off. Nonetheless, I trust that you will find plenty of interest in my conversation with Jim Strang, the chairman of HG Capital (HGT) and a prominent and experienced figure in the European private equity industry, being an adviser to two of the larger private equity firms, Bain and CVC, and for good measure an adjunct professor at the London Business School, where he leads courses on private equity for a range of students. We discuss the challenges ...
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I am back from my holiday break but there is no in-depth fund profile this week as Stuart is now also away. His next profile, of the Diverse Income Trust, will appear this coming week. However there are plenty of recent profiles you may have missed, so do double check the back catalogue. Our weekly summaries of company announcements and movements in share prices, NAVs and discounts are posted as usual again this week. You can also read the latest thoughts on discounts from the Kepler Intelligence team.
The narrative and the price There were plenty of good reasons, both fundamental and techn...
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