7th Jul 2025 07:00
Onward Opportunities Limited
("Onward Opportunities" or the "Company")
Publication of Q2 Factsheet
Onward Opportunities, the UK smaller company focussed investment company, is pleased to announce the publication of the Company's Q2 factsheet for the three months to 30 June 2025, which can be found on the Company's website: https://onwardopportunities.co.uk/quarterly-factsheets-commentary/
For further information, please contact:
Onward Opportunities Limited Andrew Henton, Chairman
| Tel: +44 (0)20 3416 9143
|
Dowgate Wealth Limited (Portfolio Manager) Laurence Hulse, Investment Director
| Tel: +44 (0)20 3416 9143
|
NSM Funds Limited (Company Secretary)
| Tel: +44 (0) 1481 743030 |
Cavendish Capital Markets Limited (Nominated Adviser and Joint Broker) Ben Jeynes / Hamish Waller
| Tel: +44 (0)20 7200 0500 |
Dowgate Capital Limited (Joint Broker) Nicholas Chambers / Russell Cook
| Tel: +44 (0)20 3903 7715 |
About Onward Opportunities
Onward Opportunities is an investment company focussed on the UK small cap market, led by an Investment Committee and Lead Manager with over 160 years' combined experience.
Onward has a clear investment strategy, to capitalise on the significant valuation anomalies arising from a lack of investor information on UK small and micro-cap stocks. Through its analysis, experience and deep understanding of the UK Small Cap market, Onward Opportunities is able to identify these anomalies, enabling investment in opportunities with superior potential upside.
The investment philosophy is to focus on companies with competitive advantage, strong management track record, balance sheet asset backing, attractive cash flow potential and visibility of earnings. Investee companies will also have scope for material potential valuation upside that can be delivered from catalysing strategic, operational or management initiatives. Onward Opportunities helps its portfolio companies realise this potential through active engagement.
Since IPO in March 2023, the investment strategy and philosophy have proven successful, consistently outperforming the AIM All Share Index. Onward Opportunities' investment objective is to deliver a return on investments of at least 2.0x invested capital over a three-to-five-year hold period, aggregating into a total annualised return of at least 15% per annum.
Related Shares:
Onward Opps