Your Partner for Growth, Hybridan

Hybridan

Your Partner for Growth

Our passion is raising growth capital for exciting, fast growth companies that want to take their business to the next level. We raise capital for companies both listed and unlisted in the most efficient manner possible and pride ourselves as being one of the few consistently profitable broking firms in the City. This has been achieved through a highly disciplined approach when seeking to create both corporate and institutional relationships.

Equity Bottom-Up

<ul>
<li>Amcomri Group 111.00p £79.9m (AMCO.L) The Buy, Improve, Build specialist engineering services and industrial manufacturing group, updates on trading for FY December 2025.</li>
<li>The Board of Amcomri expects to report FY25 revenues of approximately £70.9m (2024: £58.1m), up 22%, and adjusted EBITDA in excess of £9m (2024: £7.7m), up 17%, significantly ahead of market expectations.</li>
<li>This positive momentum has been driven by continued underlying demand. Particularly in the Embedded Engineering division through a combination of significant new contracts with new and existing customers, as well as contributions from recent acquisitions. </li>
</ul>


Amcomri Group 111.00p £79.9m (AMCO.L) The Buy, Improve, Build specialist engineering services and industrial manufacturing group, updates on trading for FY December 2025.
The Board of Amcomri expects to report FY25 revenues of approximately £70.9m (2024: £58.1m), up 22%, and adjusted EBITDA in excess of £9m (2024: £7.7m), up 17%, significantly ahead of market expectations.
This positive momentum has been driven by continued underlying demand. Particularly in the Embedded Engineering division through a combination of significant new contracts with new and existing customers, as well as contributions from recent acquisitions. 


Robert Walters PLC - Hybridan Small Cap Feast: 11 March 2026

Cross Asset Strategy

<ul>
<li>The international developer, manufacturer and distributor of high quality and effective rapid tests, wins a new Master Service Agreement (MSA) contract.</li>
<li>The expected value is around $2.5m and is with a global pharmaceutical company for the development and regulatory approval of a companion diagnostic lateral flow point of care test.</li>
<li>The project is expected to take approximately 24 months and covers the feasibility, optimisation, scale-up, technical transfer and manufacturing of the completed product alongside comprehensive regulatory support. </li>
</ul>


The international developer, manufacturer and distributor of high quality and effective rapid tests, wins a new Master Service Agreement (MSA) contract.
The expected value is around $2.5m and is with a global pharmaceutical company for the development and regulatory approval of a companion diagnostic lateral flow point of care test.
The project is expected to take approximately 24 months and covers the feasibility, optimisation, scale-up, technical transfer and manufacturing of the completed product alongside comprehensive regulatory support. 


Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Thematic (Sector/Industry)

Among active Global investors, EMEA Industrials are the 6th largest regional sector allocation and the largest in the EMEA region, with a 4.80% holding weight on average.  This allocation places EMEA Industrials as the largest regional sector overweight at +2.05% above benchmark (vs MSCI ACWI) with 72.9% of funds holding more than the benchmark weight.Over the last 6-months, cash flows have been among the highest across all Regional Sector groups, with $1bn in net inflows, more buyers than sellers and a marginal uptick in absolute and relative weights.Over the last 6-months, German Industrials stand out as the key recipient of increased levels of positioning, with 4.2% of funds moving to overweight and 3.4% of funds buying in to the sector.Ownership in <a href="https://www.smartkarma.com/entities/deutsche-post-ag" target="_blank" data-smartkarma-citation="entities:21608:1" rel="noopener">Deutsche Post AG (DPW GR)</a> more than doubled from 9.2% in July 2020 to 20.8% today, with every month in between seeing new funds enter the name.  Key holders are RBC, Artemis and Nuveen, all of whom hold north of a 3% allocation.  Over the last 6-months, no closures were registered and instead 2.9% of funds opened positions, led by Cambriar's Global Equity Fund (1.88%) and John Hancock's Global Equity Fund (1.81%).The analysis looks at the positioning of 380 active Global investors with combined AUM of $1.1tr.

Among active Global investors, EMEA Industrials are the 6th largest regional sector allocation and the largest in the EMEA region, with a 4.80% holding weight on average.  This allocation places EMEA Industrials as the largest regional sector overweight at +2.05% above benchmark (vs MSCI ACWI) with 72.9% of funds holding more than the benchmark weight.Over the last 6-months, cash flows have been among the highest across all Regional Sector groups, with $1bn in net inflows, more buyers than sellers and a marginal uptick in absolute and relative weights.Over the last 6-months, German Industrials stand out as the key recipient of increased levels of positioning, with 4.2% of funds moving to overweight and 3.4% of funds buying in to the sector.Ownership in Deutsche Post AG (DPW GR) more than doubled from 9.2% in July 2020 to 20.8% today, with every month in between seeing new funds enter the name.  Key holders are RBC, Artemis and Nuveen, all of whom hold north of a 3% allocation.  Over the last 6-months, no closures were registered and instead 2.9% of funds opened positions, led by Cambriar's Global Equity Fund (1.88%) and John Hancock's Global Equity Fund (1.81%).The analysis looks at the positioning of 380 active Global investors with combined AUM of $1.1tr.

EMEA Industrials: Global Consensus Overweight

United Kingdom

Robert Walters is a global talent solutions business that provides specialist professional recruitment, recruitment process outsourcing (RPO), and talent advisory services. The company places professionals into permanent, contract, and temporary positions across various sectors including accounting, finance, banking, engineering, human resources, IT, legal, and sales and marketing. Robert Walters was founded in 1985 and is headquartered in London, United Kingdom.

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Robert Walters (RWA LN)

Robert Walters PLC - Hybridan Small Cap Feast: 11 March 2026

Amcomri Group 111.00p £79.9m (AMCO.L) The Buy, Improve, Build specialist engineering services and industrial manufacturing group, updates on...

Hybridan

Hybridan Small Cap Feast: 31/07/2025

The international developer, manufacturer and distributor of high quality and effective rapid tests, wins a new Master Service Agreement (MSA)...

Hybridan

EMEA Industrials: Global Consensus Overweight

Over the last 6-months, cash flows into EMEA Industrials have been among the highest across all sectors, with inflows of $1bn, more buyers than...

Steven Holden

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