Capital Access Group

Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.

Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.

Colin Smith
  • Colin Smith

Personal Group | Initiation: Performing well by doing well

Personal Group combines a UK targeted affordable insurance business operating a unique business model together with a mainly SaaS based Benefits & Rewards business. The re-focused group has ambitious growth aspirations through 2030 targeting revenue of over £100m and generating EBITDA of £30m. Personal Group is growing rapidly with increasing profitability and is now committed to a 100% dividend payout policy. We forecast revenue to hit £55m by 2026 with net profit up 24% to £8.1m and an increas...

Sarah Godfrey
  • Sarah Godfrey

Foresight Environmental Infrastructure (FGEN) | Diversification boosts...

Renewable energy infrastructure funds have had a torrid few years given rising interest rates and inflation, higher discount rates and a fractious political and economic environment. FGEN was arguably already better placed than many given its diversified portfolio – with no offshore wind and a higher volume of baseload power, meaning far less intermittency or storage concerns than a pure wind or solar fund. Its moves into more esoteric growth assets may have raised eyebrows, but with constructio...

Sarah Godfrey
  • Sarah Godfrey

Pantheon Infrastructure (PINT) | Future-facing fund offers global dive...

While some trusts launched at the tail end of the post-global financial crisis boom in alternative assets have faltered, Pantheon Infrastructure (PINT)'s performance to date has been impressive, with sector-beating returns in both share price and NAV terms and a sharply narrowing discount to NAV. The exposure to digital and energy themes (including both data centres and the power delivery needed to operate them) gives the trust ‘picks and shovels' exposure to the AI story without overly dominati...

Sarah Godfrey
  • Sarah Godfrey

Building the future | Growth themes in infrastructure investment

Infrastructure and renewable energy funds were the darlings of the investment trust world just a few years ago, dominating both primary and secondary issuance through a combination of attractive income returns and a compelling investment story founded in the need to develop better, cleaner, greener and higher-tech infrastructure around the world. Yet changing market dynamics have caused a considerable fall from favour, with 10 fewer trusts across both sectors than in mid-2023 – and still more he...

Colin Smith
  • Colin Smith

Galliford Try | 1HFY26 – Strong momentum; beating expectations

Galliford Try has reported an excellent first half to December demonstrating strong momentum that will drive a further upgrade to market forecasts. Revenue and adjusted PBT are both now expected to be above the top end of consensus despite forecasts being raised following the trading statement. Adjusted EPS increased 18.5% YoY to 18.6p, supporting an 18.2% increase in the interim dividend to 6.5p. The divisional adjusted operating margin jumped 54bps to 3.2% and is rapidly closing in on the 2030...

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