MJ Hudson Group plc

Company Descriptions

MJ Hudson is a provider of services, advice and data to private market funds and fund managers. It categorises its sales into three segments: Advisory, Outsourcing and Data & Analytics. The company provides what it regards as a toolkit of services and products to customers to help them to launch, grow, report and repeat over a lifecycle of a fund. This creates a growing business with recurring revenues as customers launch new funds and as MJ Hudson adds further products and services to its offering, including subscription-based data and technology products.

Investment Summary

MJ Hudson is a near-unique way for investors to gain access to growth in private markets through the public markets. It should grow faster than its end markets through the increased use of outsourcers by funds and fund managers, and the addition of further services and products to its offering, most notably in the areas of ESG (environment, social and governance) and provision of data and analysis online.