REG - Onward Opportunities - Publication of Q2 2025 Factsheet

Onward OpportunitiesAnnouncement

07/07/2025 07:00

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RNS Number : 6826P  Onward Opportunities Limited  07 July 2025

 

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/
(https://onwardopportunities.co.uk/quarterly-factsheets-commentary/)

 

 

For further information, please contact:

 

 Onward Opportunities Limited                                            Tel: +44 (0)20 3416 9143

 Andrew Henton, Chairman                                                 hello@dowgate.co.uk

 Dowgate Wealth Limited (Portfolio Manager)                              Tel: +44 (0)20 3416 9143

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

 NSM Funds Limited (Company Secretary)                                   Tel: +44 (0) 1481 743030

                                                                         onwardopportunities@nsm.group
 Cavendish Capital Markets Limited (Nominated Adviser and Joint Broker)  Tel: +44 (0)20 7200 0500

 Ben Jeynes / Hamish Waller

 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.

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