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Simon Thompson on private equity firm's shareholder value, miners with a profitable twist & more

The latest from Investors Chronicle
May 29, 2019

Today Simon Thompson assesses this morning’s news of a strategic investment from Warburg Pincus, a global growth private equity firm, and TA Associates, an existing shareholder, in Inspired, a co-educational, non-denominational, independent school group. It has reaped bumper gains for private equity firm Oakley Capital, which is disposing part of its stake in Inspired as part of the transaction. Moreover, Simon highlights the exciting investment the company is recycling the cash into. With further portfolio realisations above book value likely, Simon believes that 29 per cent share price discount to Oakley's net asset value is an attractive entry point. Click here to read the full story.

Meanwhile, in this week's Sector Focus Alex Hamer identifies the companies offering exposure to mining growth, through exploration and commodity prices, but which limit risk through diversification.

And in our latest News Spotlight, Emma Powell reckons it's no surprise that LondonMetric has bid to increase its exposure to the high-growth sector. Click here to discover why and where this leaves investors seeking income.