Key Takeaways Market underpenetration and strategic expansion into new products and relationships signal much greater AUM growth potential than consensus expects. Accelerated fundraising, scalable higher-fee offerings, and accretive capital allocation set the stage for strong margin gains, outperforming earnings, and increased dividends.Read more
Key Takeaways Targeting equity capital gaps and the energy transition could drive substantial revenue and earnings growth in underserved markets. Plans for new offices and funds, alongside strategic M&A, suggest strong growth potential and improved net margins.Read more
Key Takeaways Heightened regulatory scrutiny and competition may limit profitability, compress margins, and reduce recurring revenue growth for Foresight Group Holdings. Geographic and product expansion increases risks from policy changes and operational inefficiencies, potentially impacting fund flows and long-term earnings.Read more
Outstanding track record with flawless balance sheet and pays a dividend.
Foresight Group Holdings Limited operates as an infrastructure and private equity manager in the United Kingdom, Italy, Luxembourg, Ireland, Spain, and Australia. It operates through Infrastructure, Private Equity, venture capital and Foresight Capital Management segments. It specializes in early venture and emerging growth investments. The firm prefers to invest through growth capital and buyouts. The company involved in the provision of the management of infrastructure assets, private equity investments, and open-ended investment companies for institutional and retail investors. It also manages infrastructure assets with a focus on renewable energy generation, renewable energy enabling projects, and energy management solutions, as well as social infrastructure, transport businesses, and digital infrastructure and natural capital. In addition, it provides equity and credit to a range of sectors and development stages; and access to real assets and sustainable investment opportunities in listed markets. The firm prefers to invest between $0.11 million and $2.27 million in companies. The firm prefers majority stake. Foresight Group Holdings Limited was founded in 1984 and is based in London, United Kingdom.
