Investment Companies Weekly Wrap: GRID acquisition, further liquidity for Molten, stronger H2 for CLDN's private assets

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Investment Companies Weekly Wrap: GRID acquisition, further liquidity for Molten, stronger H2 for CLDN's private assets

Barclays | Investment Companies Weekly Wrap

Recent research

• Caledonia Investments FY26: Robust period for private asset performance, 19 May 2026

• Oakley Capital Investments: CMD takeaways: Return outlook intact at larger scale, 14 May

• Foresight Environmental Infrastructure: CMD takeaways – growth assets transitioning to

execution phase, 14 May 2026

• Pantheon International: $300m secondary sale underpins value, 12 May 2026

• 3i Infrastructure: FY26 meets targets, well-positioned for growth capex, 12 May 2026

• The Renewables Infrastructure Group: Strategy largely intact as TRIG intensifies capital

recycling, 11 May 2026

• Greencoat Renewables: Solid Q1, maiden investment into digital infrastructure platform, 08

May, 2026

• HgCapital Trust: Softer multiples weigh on Q1, 07 May 2026

• ICG Enterprise Trust: FY26: record year for portfolio liquidity, modest portfolio performance,

07 May 2026

• Molten Ventures: FY trading update confirms strong momentum, 27 April 2026

• Oakley Capital Investments: Signs of further progress for North Sails in Q1, 29 April 2026

• RIT Capital Partners / Caledonia Investments - Initiating on RCP and CLDN at OW - Defensive

compounders, deep discounts, 23 April 2026

• UK Renewable Infrastructure Funds: CfDs without RO pain, potential for improved deal flow,

21 April 2026

• Gresham House Energy Storage: Capacity drives FY25 revenue increase, alternative revenue

plans targeted for 2026, 21 April 2026

• HarbourVest Global Private Equity: Significantly enhanced distributions, greater use of

secondaries market for disposals, 14 April 2026

• SDCL Energy Efficiency Income Trust: Board to pursue managed wind-down in preference to