Edison Research Summary13 Mar 2015 10:38
The investment case for Imperial Innovations rests in the potential to
unlock hidden value from within its portfolio of 95 companies, which span
healthcare (therapeutic/medtech), engineering/materials and ICT/digital. Healthcare currently accounts for c 70% of the portfolio value (£252m at 31 July 2014), although Innovations’ management plans a rebalance to c 60% healthcare and c 40% technology (engineering/materials and ICT/digital). In this special report we highlight the potential within the technology portfolio, profiling seven companies that could add substantial value over
the next few years, above their relatively modest carrying values.