Onward Opportunities Limited Ord.

Overview

Onward Opportunities Limited Ord. is a UK-based closed-ended investment company focusing on smaller companies listed on the London Stock Exchange. The company aims to generate risk-adjusted returns of at least 15% per annum for shareholders by investing primarily in equity and equity-related securities of UK smaller companies. These investments are predominantly listed or admitted to trading on markets operated by the London Stock Exchange, where there is potential for valuation upside through strategic, operational, or management initiatives. The company typically targets meaningful minority stakes in investee companies, ranging from 5% to 25% of issued share capital. While there is no limitation on the size of the market capitalization of the companies in which it can invest, Onward Opportunities Limited Ord. focuses on companies with market capitalizations of no more than £250 million, with a particular emphasis on those below £100 million at the time of investment. This focus includes investments in the 'micro' smaller companies sector and companies admitted to trading on AIM. The investment strategy is implemented by an experienced Alternative Investment Fund Manager (AIFM) and FCA-authorized Portfolio Manager. The investment team and committee have a combined experience of approximately 160 years and a history of value creation for clients. The company employs a proactive investment approach to identify opportunities and drive investments to outcomes, aiming to capitalize on market inefficiencies and generate higher returns for investors.

Investment Focus

• Minority stakes of 5% to 25% in investee companies
• Focus on UK smaller companies with market capitalizations up to £250 million, particularly those below £100 million
• Investments in companies listed or admitted to trading on markets operated by the London Stock Exchange, including AIM