Edison Investment Research Limited
London, UK, 21 November 2025
Edison issues report on HgT (HGT) Edison issues report on HgT (LSE: HGT) After more volatile public markets and an 'uncertainty pause' in global IT spending in early 2025, the environment has become more favourable for HgT, leading to positive NAV TR in Q2 and Q3. We remain convinced in its equity story as a strong compounder benefiting from the secular digitalisation trend, as illustrated by its healthy NAV TR of 14.5% and 17.8% per year over the five and 10 years. While the consequences of a platform shift like the one now triggered by AI are difficult to predict, HgT's investment manager is experienced in navigating such disruptive changes and has built extensive AI capabilities to support its portfolio in the adoption journey, with some initial promising outcomes. HgT's shares now trade at a 16.1% discount to NAV, versus a 10-year average of 8%. Click here to read the full report. All reports published by Edison are available to download free of charge from its website www.edisongroup.com Edison is authorised and regulated by the Financial Conduct Authority. Edison is not an adviser or broker-dealer and does not provide investment advice. Edison's reports are not solicitations to buy or sell any securities. For more information, please contact Edison: enquiries@edisongroup.com +44 (0)20 3077 5700 Connect with Edison on:
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