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FSG

Foresight Group Holdings Limited

Financial Services First-pass screen £453m
440/1000 Overall fit
AI beneficiary 35% 30
Operating leverage 25% 70
Valuation 25% 30
Downside protection 15% 55

First-pass take

Foresight is a well-capitalized asset manager with 86.6% recurring revenue and healthy ~40% EBITDA margins, but lacks direct AI exposure and operates in capital-markets-sensitive private assets (energy, SMEs). No valuation data prevents assessment; guidance to double EBITDA by FY29 shows ambition but falls below threshold.

Flags

no-valuation-datano-ai-exposureasset-managercyclicalstrong-recurring-revenue