Molten Ventures (LON:GROW) said portfolio fair value growth accelerated during the year, while management pointed to defense, space, artificial intelligence and European technology sovereignty as major structural themes shaping its investment strategy.
Chief Executive Ben Wilkinson told investors that Europe remains a major generator of intellectual property and that a “structural gap to capital” persists in the growth-stage market, particularly for larger investment tickets of £20 million or more. He said Molten’s strategy is to grow both its public company balance sheet and third-party assets to address that gap.
