HgCapital Trust Plc

Name
HgCapital Trust Plc
Manager
Hg Pooled Management Limited
Type
Closed Ended Investment Company
ISIN
GB0003921052
Sector
Private Equity
Launched
13/12/1989
OCF
0.32 %
Risk Rating
1
3 Year Sharpe
1.51
3 Year Alpha
16.75
Yield
2.2 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 804.35 million
NAV
2,089
Gearing
77
Discount Premium
3
The policy of the company is to invest, directly or indirectly, in a portfolio of unlisted companies where Hg believes it can add value through organic growth, operational improvements, margin expansion, reorganisation or by acquisition to achieve scale. The company seeks to maximise its opportunities and reduce investment risk by holding a spread of businesses diversified by sector, market and geography.
Holding %
Visma1 17.54 %
IRIS 12.06 %
Sovos2 10.33 %
Jla 4.46 %
Cogital Group2 4.16 %
Access Group 3.96 %
Mobility Holding 3.31 %
Raet 3.27 %
A-Plan 3.23 %
Mitratech2 2.95 %
Name
Hg Pooled Management Limited
Address
SE1 2AP, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Nic Humphries
Joined 01/01/2001
Matthew Brockman
Joined 01/01/2001

Matthew is a Managing Partner, Chair of the Hg Investment Committee and is a member of the Operating Committee of the firm. Matthew focuses on technology investments and is a board member of several Hg investments including Achilles, Intelliflo and Mitratech. He was formerly on the boards of Allocate Software, Valueworks and Sequel Business Solutions (acquired by Verisk). Matthew joined Hg in 2010, having previously been a Partner at Apax Partners.Matthew has a B.Eng from Imperial College, London and an MBA from Harvard Business School.

Justin Simson
Joined 01/01/2001

Justin is a Managing Partner of Hg. He is a member of the Operating Committee and Realisation Committee and leads the Firm’s Munich office. Justin joined Hg in 2002. He is currently a Director of Kalo QUNDIS Group and RAET. His previous investment activities included P&I, SimonsVoss, Teufel, SFC, SLV, Schleich, Hofmann Menü, Schenck Process, Hirschmann and FTE. Prior to Hg, Justin was employed by Goldman Sachs and Deloitte. He holds a degree in Economics and Business Administration from the University of Cologne.

Data provided by Morningstar.

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