Services

Our Strategy

Investment Objective

The Company will seek to generate risk-adjusted returns of at least 15% per annum for Shareholders through investments in smaller companies that are predominantly on the London Stock Exchange.

We do this using a specialist strategy tailored to capture a structural market opportunity in UK smaller companies. Rising cost and regulatory pressures for advisers and other investors have increasingly restricted the flow of research and level of investment into smaller companies – this is the bedrock of the opportunity the strategy is targeting.

Our pro-active investment strategy and expertise enable us to invest in these smaller companies using various structures and techniques to target the market inefficiencies from which source returns for our clients. As an employee-owned private company, we focus on generating sustainable returns over the long-term, aligning our objectives with those of our clients. We achieve this by investing in our people, processes, and systems to provide inherent benefits for our clients.

The Company will seek to achieve its investment objective by investing primarily in equity and equity-related securities of UK smaller companies that are predominantly listed or admitted to trading on markets operated by the London Stock Exchange where it is considered that there is a material potential valuation upside that can be delivered from catalysing strategic, operational or management initiatives. 

In order to ensure that the Company is able to effectively maintain its approach of active engagement with investee companies, in order to encourage and support value creation, the Company will typically target meaningful minority stakes in investee companies of between 5 per cent. and 25 per cent. of issued share capital of such investee companies. 

Whilst the Company has no limitation on the size of the market capitalisation of the companies in which it can invest, the Company typically expects to invest in companies with market capitalisations of no more than £250 million, with a particular focus on those below £100 million, at the time of investment. The Company will therefore focus on investments in the ‘micro’ smaller companies sector and on companies admitted to trading on AIM. 

Summary

1. An Identified Market Opportunity

Structural ‘gap in the market’ caused by rising costs and regulation on both the buy and sell side reducing levels and flow of information
This creates mispriced and misunderstood smaller companies in the UK (<£250m)

2. Bespoke Proven Strategy

High conviction investors using an in-depth and active approach to generate >15% IRR on investments. Previous Funds worked on 15.2% IRR, 18.2% IRR
Relationship based activist strategy focused on making returns rather than noise

3. Depth of Experience to Execute

Aggregate of c.160 years’ experience across the Investment Committee and Lead Manager
The team has a history of value creation and building businesses from the ground up

Investment Philosophy

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Investment Process

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Culture & Vision

FAQs

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Aim Rule 26

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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