Hertford Capital
Our archive holds 3 letters from Hertford Capital, behind 8 investment theses. Every quote below is copied verbatim from the letter it came from.
Theses · 8
- September 2025
LSL Property Services offers a compelling opportunity through its strategic shift to a capital-light model, undervalued niche segments, and potential take-private upside—backed by strong free cash flow and dividends.
Read the full thesis - Moltiply GroupSeptember 2025
Moltiply Group SpA is a promising investment opportunity due to its strong business model in mortgage broking and IT services, led by capable founders, and has shown signs of recovery in the Italian mortgage market.
Read the full thesis - September 2025
Planisware SAS is a well-run enterprise software provider with strong growth potential, innovative AI applications, and a solid financial foundation, despite recent IPO challenges.
Read the full thesis - September 2025
Mortgage Advice Bureau (Holdings) plc is a UK market leader in mortgage and protection advice with strong growth potential and a resilient capital-light business model, currently offering an attractive entry point for investment amid short-term volatility.
Read the full thesis - September 2025
ATOSS Software offers a high-margin, founder-led cloud growth story with strong recurring revenue and AI tailwinds, making its recent pullback a compelling entry point for long-term upside.
Read the full thesis - March 2025
Fortnox AB is a leading provider of cloud-based financial solutions for SMEs in Sweden, renowned for its superior products, strong customer focus, and potential for international expansion.
Read the full thesis - December 2024
Moltiply Group SpA is a promising investment opportunity in the recovering Italian mortgage market, backed by strong management and potential for significant growth through acquisitions and improved margins.
Read the full thesis - December 2024
Nagarro SE is a software development company that presents a rare and compelling investment opportunity following a recent decline in share price and a confirmed interest from potential bidders, prompting us to increase our position.
Read the full thesis
Letter archive · 3
Funds · 2
- Hertford Capital2
- Herford Capital1
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