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Onward Opportunities Limited announced on 16 January 2025 the publication of its Q4 factsheet. This factsheet covers the three months to 31 December 2024 and is accessible on the Company's website.
| Date | 16 Jan 2025 |
| Time | 07:00:08 |
| Category | Miscellaneous |
| ID | 4784T |
16 January 2025
Onward Opportunities Limited
("Onward Opportunities" or the "Company")
Publication of Q4 Factsheet
Onward Opportunities Limited (AIM: ONWD), the UK smaller company focussed investment company, is pleased to announce the publication of the Company's Q4 factsheet for the three months to 31 December 2024, which can be found at the Company's website: https://onwardopportunities.co.uk/quarterly-factsheets-commentary/
For further information, please contact:
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Onward Opportunities Limited Andrew Henton, Chairman
Dowgate Wealth Limited (Portfolio Manager) Laurence Hulse, Investment Director
SEC Newgate (Financial Communications) Bob Huxford / Molly Gretton
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Tel: +44 (0)20 3416 9143
Tel: +44 (0)20 3416 9143
Tel: +44 (0) 203 757 6880
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Apex Administration (Guernsey) Limited (Company Secretary) James Taylor / Tanya Kinnear
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Tel: +44 (0) 203 5303 600 |
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Cavendish Capital Markets Limited (Nominated Adviser and Joint Broker) Ben Jeynes / Camilla Hume / Dan Hodkinson / Hamish Walker - Corporate Finance Chris West / Charlie Combe - Sales and ECM
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Tel: +44 (0)20 7220 0500 |
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Dowgate Capital Limited (Joint Broker) Nicholas Chambers / Russell Cook
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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.