An Investment Company managed by a team with c.160 years combined experience, targeting a structural market opportunity in smaller companies within the UK
Team & Ethos
Snow Leopards – The only Leopard that doesn’t roar. We are highly engaged investors focused on returns rather than noise
Strategy
Our pro-active approach will invest capital over a 3-5-year hold period, aggregating into a total annualised return of at least 15%, per annum
Investors
Key information for Investors including dealing codes, results & reports, regulatory news, share price, Adviser information & shares in issue
Document Centre
Find all our latest documents here including results & reports, presentations, KIID's, quarterly fund factsheets and commentaries
Portfolio Manager
Dowgate Wealth is an Investment Management boutique which offers a comprehensive service to Institutions, Advisors and Private Clients
Contact us
It is easy to contact us via our online messaging portal, however, if you would prefer to have a conversation please do give us a call
10 Minutes With Onward Opportunities
Regulatory News
Share Price
Introduction to Onward Opportunities
In this video, Laurence Hulse, Investment Director at Dowgate Wealth, introduces himself and touches upon what he has spent his time doing in the lead up to the launch of this new specialist investment product, Onward Opportunities Limited. This new vehicle aims to pull together some of Laurence’s core investment beliefs which are; tangibility, value and getting active. Ultimately, this product aims to aggregate investment ideas that seek to deliver through the cycle, absolute returns for its investors.
The OO Team
Our investment policy is overseen by a skilled Board with extensive relevant experience, and implemented by an experienced AIFM and FCA-authorised Portfolio Manager. Our investment team and committee have a combined experience of c.160 years and a history of value creation for clients.In terms of identifying investment opportunities, our Portfolio Manager conducts a thorough search and evaluation using a proprietary database and operational resources. This process is done on behalf of the Company to ensure we deliver the best possible results for our clients.
The Company will invest in UK small companies listed on the London Stock Exchange, with potential for increased valuation through strategic, operational, or management initiatives. It aims to hold minority stakes of 5-25% in Investee Companies, and typically invests in companies with market capitalisations of no more than £250 million, with a focus on those below £100 million, with a particular focus on those below £100 million in the micro small companies sector and AIM.
Dowgate Wealth was formed with the belief that sustainable compound returns are best generated from bespoke investment portfolios. They also believe that no client is the same and that high levels of personalised and on-time service is paramount. This is contrary to the overly-centralised asset allocation approach, which has enamoured the asset management industry over recent years. In a world which continues to change, Dowgate Wealth’s philosophy allows the Investment Managers to remain flexible to continuously meet their clients’ needs.
Onward Opportunities Limited is listed on the Alternative Investment Market (AIM) on the London Stock Exchange and seeks to comply with the principles of good corporate governance as stated in the AIC Corporate Governance Code to the extent that is appropriate and practical for an AIM quoted company of its size and nature.
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