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/

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related