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HGT
📊 Aggregated Ideas and ratings from 2 Tickers (HGT.L, HGT)
HgCapital Trust plc is an investment trust that invests in a portfolio of private equity investments, primarily in software and service businesses. The company aims to generate long-term capital growt...
1 Total1 External0 In-site
HGTHgCapital Trust plc
2026-02-05⛽ EnergyLong
Externalby The Oak Bloke · Substack
HGT-2-dry
The author argues that the recent drop in HgCapital Trust's (HGT) share price, driven by fears of AI disruption, is an overreaction. The author believes that HGT's portfolio of "mission-critical" software businesses is resilient and that AI is more likely to be a tailwind than a headwind. Given the trust's quality, historical performance, and current discount, the author sees it as a buying opportunity.