Chrysalis Investments provides capital to later-stage private companies across the insurance, technology, financials, banking, media and consumer discretionary industries. Shares in the fund currently trade at a 45% discount to the last reported NAV per share from its one public and 12 private investments. We review the valuation of its top five holdings (>70% of the portfolio) and conclude that Chrysalis shares are more undervalued than the NAV discount suggests. Furthermore, a recently announc ....

30 Jan 2024
Chrysalis Investments (CHRY LN) - Initiation of coverage

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Chrysalis Investments (CHRY LN) - Initiation of coverage
Chrysalis Investments Limited (CHRY:LON) | 108 0 0.0% | Mkt Cap: 562.8m
- Published:
30 Jan 2024 -
Author:
Carl Smith, CFA -
Pages:
24 -
Chrysalis Investments provides capital to later-stage private companies across the insurance, technology, financials, banking, media and consumer discretionary industries. Shares in the fund currently trade at a 45% discount to the last reported NAV per share from its one public and 12 private investments. We review the valuation of its top five holdings (>70% of the portfolio) and conclude that Chrysalis shares are more undervalued than the NAV discount suggests. Furthermore, a recently announc ....