Webinar: Fairlight End of Year Overview

Join Fairlight Portfolio Manager & Partner, Nick Cregan, as he takes us through the year-end briefing. Building on our September update, Nick shares how the portfolio is currently positioned, what we’re seeing in markets, and where new themes are emerging.

What we cover:

• A Breakdown of Underlying Business Performance – an analysis of how Fairlight businesses have performed throughout 2025 from an operating perspective, with special emphasis on the most recent quarter and outlook statements.

• An Artificial Intelligence Update – In which parts of the SMID market is Fairlight seeing the greatest influence of AI currently, and what might we expect in the future.

• Sector Opportunities – where are potentially misplaced fears presenting opportunities for long-term investors.

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View a recording of the webinar below and download the accompanying slides here.