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
2.69 %
Risk Rating
5
3 Year Sharpe
-0.25
3 Year Alpha
-12.30
Yield
0 %
Benchmark
LPX Europe TR EUR
Fund Size
£ 52.59 million
NAV
266
Gearing
77
Discount Premium
-40
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

Hiren Patel
Joined 09/18/2003

Dr. Patel, Ph.D., co-founded Elk Creek in 2011 and is a Principal and Portfolio Manager. Prior to forming Elk Creek, he served as a Senior Analyst for the Montgomery Growth team at Montgomery Asset Management/Wells Capital Management. Previously, Dr. Patel has also held investment positions at Itros Capital Management and Denver Investment Advisors. Dr. Patel began his investment career in 1998.

Ian Williams.
Joined 09/18/2003

Ian Williams has spent the last 30 years as a specialist in G7 Goverment Bond Markets, covering sales, research, market making and prosperietary trading. He was Head of UK Gilts at Prudential Bache before joing Chase Manhattan Bank to cover Government Bonds and proprietay foreign exchange trading. He subsequently worked for Dresdner Kleinwort Benson ultimately rising to head of bond options, before joining Guinness Mahon as the Director in charge of all Government bond trading. Ian runs the £25 million City Financial Strategic Gilt Fund which was the top performing Gilt Fund in the UK for calendar year 2007 (source Lipper) as well as running several million pounds of private client assets, with a specialist focus on mining stocks. Ian is Fellow of the Securities Institute.in the alternative investment industry for nearly two decades.

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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