ICG Enterprise Trust (ICGT): ICGT’s steps to value-adding portfolio construction
In this note, we examine how ICGT’s approach to active portfolio construction and management adds value to its investors. ICGT has a focused, multi-stage approach, with a stringent filtering process, which starts with the whole private equity (PE) market but then narrows down investments to buyouts – in developed markets, mainly in the mid-market/larger deals, and through leading PE managers. Individual opportunities must then meet ICGT’s defensive growth strategy. Third-party manager relationships are leveraged to generate high-conviction (HC) ideas. This has all led to an 11% NAV total return over nine months and 203% over 10 years.ICG Enterprise Trust is an investment trust. Co. is a private equity investment company focused on buyouts in developed markets. Co. invests in private equity funds and also directly in private companies. As of Jan 31 2017, Co.'s total investment portfolio amounted to £594.3 million.
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