Onward Opportunities

We formed Onward Opportunities Limited because we believe that there is a structural market opportunity in the UK smaller companies sector that we can take advantage of for clients using our deep industry experience. As a team with circa 160 years combined experience, we are convinced that employing an active investment approach for identifying opportunities and driving those investments to an outcome can result in higher returns by capitalising on market inefficiencies. We believe in investing in businesses, strategies and catalysts that we can see and understand. We think this gives us the best opportunity to value a company today and to assess its intrinsic value tomorrow. We apply private equity techniques to our due diligence to allow us to deep dive on the earnings, valuation and capital allocation potential of an investment. Like private equity, these findings are presented to an Investment Committee with an investment recommendation. The Committee then opines with an approval or rejection decision. Following investment, we take a relationship-based approach to active and engaged investing, seeking to unlock the value we have spotted for all stakeholders. This will typically involve direct and indirect engagement on a number of identified catalysts and variables in an investment to drive improved earnings, capital allocation or valuation.