EPE Special Opportunities

Name
EPE Special Opportunities
Manager
Equity Partnership Ltd
Type
Closed Ended Investment Company
ISIN
BMG3163K1053
Sector
Private Equity
Launched
18/09/2003
OCF
4.43 %
Risk Rating
5
3 Year Sharpe
0.41
3 Year Alpha
19.19
Yield
0 %
Benchmark
LPX Europe TR EUR
Fund Size
£ 66.47 million
NAV
260
Gearing
82
Discount Premium
-23
The objective of the company is to provide long-term return on equity for its shareholders by investing in small and medium sized companies in the UK. The company targets growth, buyout, special situations and private investment in public equities (PIPE) investments, deploying capital where it believes the potential for shareholder value creation to be compelling.
Name
Equity Partnership Ltd
Address
London, United Kingdom
Legal Structure
Closed Ended Investment Company

Managers

Giles Brand
Joined 09/18/2003
Alex Leslie
Joined 09/18/2003
Robert Fulford
Joined 09/18/2003
James Henderson
Joined 09/18/2003

James Henderson is Director of UK Investment Trusts and a Portfolio Manager at Janus Henderson Investors, a position he has held since 2003. He joined Henderson in 1983 as a trainee fund manager and has successfully managed a number of investment trusts since 1990. Prior to this, he was an accountant trainee at Binder Hamlyn. James graduated with an MA (Hons) in economics from Cambridge University.

Data provided by Morningstar.

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