IP Group - Several potential portfolio catalysts on the horizon
IP Group’s NAV declined by 13% in total return (TR) terms in FY23, affected by continued soft valuations across venture capital (VC) markets, as...
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IP Group - NAV expected to decline further in H223
IP Group has released its year-end update, indicating that its end-2023 NAV per share will be in the range of 111p to 117p. This would represent a...
202 Views
IP Group - Detailed look at the deeptech portfolio
IP Group has built a commendable portfolio of businesses developing breakthrough technologies, with an aggregate value of more than £200m at...
202 Views
IP Group - Remaining on track despite tough markets
IP Group’s private portfolio valuations remained broadly stable in H123, with its c 4.1% NAV decline in total return (TR) terms mostly due to a de...
200 Views
IP Group - Deep dive into the life sciences portfolio
We consider IP Group a compelling healthcare play with 31% of its end-2022 portfolio invested in life sciences companies, or 47% including Oxford...
232 Views