What smart money is saying about ICG
ICG.L
No fund has written a full thesis on ICG in our archive, but 1 fund letter reports a position in it, most recently Artemis UK Special Situations in March 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in ICG on record in the archive was reported in Q1 2026, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- March 2026
“Market concerns around private credit weighed on ICG, the alternative asset manager. Redemptions from some open-ended private credit funds fuelled negative sentiment, while fears that a new generation of AI tools could disrupt the software sector did little to help. We feel ICG is well insulated from both threats. Its Artemis UK Special Situations Q1 2026 update Andy Gray Fund manager UK equities Henry Flockhart Fund manager UK equities 15/05/2026 19:40 Artemis UK Special Situations Q1 2026 update | Artemis Funds https://www.artemisfunds.com/en-gb/professional/insights/fund-commentary/18459/artemis_uk_special_situations_q1_2026_update/ 1/5 exposure to the software sector is limited and its closed-ended fund structures offer stability. We continue to believe that ICG's strong track record and the long duration of its earnings are being undervalued by the market. We added to the holding.”
ICG
Read the letters behind these ICG positions
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