RCS - Onward Opportunities - Inaugural Investor Day

Onward OpportunitiesAnnouncement

02/06/2025 07:00

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RNS Number : 8566K  Onward Opportunities Limited  02 June 2025

RNS REACH

 

2 June 2025

ONWARD OPPORTUNITIES LIMITED

("Onward Opportunities" or the "Company")

 

Onward Opportunities Inaugural Investor Day

 

Onward Opportunities, the investment company that invests in UK smaller
companies, announces that it will be hosting its inaugural investor day on
Wednesday 18 June 2025, providing shareholders with the opportunity to meet
with the Company's board of directors (the "Board"), investment manager (the
"Manager") and investment committee members. The event will take place in
London at 11:00 a.m. (BST) with a presentation by the Manager, followed by
Q&A with the Board. A copy of the presentation provided will then be made
available at https://onwardopportunities.co.uk/document-centre/
(https://onwardopportunities.co.uk/document-centre/) .

 

Shareholders wishing to attend will need to register in advance and requests
can be made by emailing events@dowgate.co.uk (mailto:events@dowgate.co.uk) ,
where further details will be provided.

 

Additional contact information:

 

 Onward Opportunities Limited                                         Tel: +44 (0) 203 416 9143

 Andrew Henton, Chairman                                              hello@dowgate.co.uk

 Dowgate Wealth Limited (Portfolio Manager)                           Tel: +44 (0) 203 416 9143

 Laurence Hulse, Investment Director                                  hello@dowgate.co.uk

 NSM Funds Limited (Secretary)                                        Tel: +44 (0) 1481 743 030

                                                                      onwardopportunities@nsm.group

 Cavendish (Nominated Adviser and Joint Broker)                       Tel: +44 (0)20 7200 0500

 Ben Jeynes / Hamish Waller - Corporate Finance

 Chris West / Matt Lewis - Sales and Corporate Broking

 Dowgate Capital Limited (Joint Broker)                               Tel: +44 (0)20 3903 7715

 Nicholas Chambers / Russell Cook

 

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.

 

END OF ANNOUNCEMENT

 

 

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