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About the company
Puma Alpha VCT plc is a United Kingdom-based investment company. The Company operates as a venture capital trust (VCT) to enable its shareholders to benefit from tax reliefs available. The Company seeks to achieve its overall investment objective (of proactively managing the assets of the fund with an emphasis on realizing gains in the medium term) to maximize distributions from capital gains and income generated from the Company's assets. The Company may invest in a mix of qualifying and non-qualifying assets. The Company may invest in a diversified portfolio of growth orientated qualifying companies which seek to raise new capital on flotation or by way of a secondary issue. It invests in various sectors, including consumer, logistics technology, human resource (HR) technology, advanced manufacturing, software and other technology, business services, consumer services, and financial and insurance technology. Its investment manager is Puma Investment Management Limited.
- Revenue in GBP (TTM)-3.19m
- Net income in GBP-4.13m
- Incorporated2019
- Employees0.00
- LocationPuma Alpha VCT ordCassini House, 57 St James's StreetLondon SW1A 1LDUnited KingdomGBR
- Phone+44 20 7408 4100
Profile
| Management group(s) | Puma Investment Management Limited |
|---|---|
| AIC sector | VCT |
| ISIN | GB00BGMG7F10 |
| Launch date | 05 Jun 2020 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
The Company may invest in a mix of qualifying and non-qualifying assets. The qualifying investments may be quoted on AIM or a similar market or be unquoted companies. It may invest in a diversified portfolio of growth orientated qualifying companies which seek to raise new capital on flotation or by way of a secondary issue. It will target investments in unquoted companies with a strong and experienced management team, a proposition that is commercially validated through sales volume, a clear and comprehensive plan for growth, and operating in a well-defined market niche with proven market fit.
Managed by
| Rupert West, Kelvin Reader, Jonathan Wyles, Harriet Rosethorn, Ben Leslie, Henri Songeur |
|---|
Management & contract fees
Under the terms of this agreement, Puma Investments will be paid an annual fee of 2% of the NAV payable quarterly in arrears calculated on the relevant quarter end NAV of the Company.The Investment manager is entitled to an incentive fee equal to 20% of the amount by which the Performance Value per Share at the end of an accounting period exceeds the High Water Mark, subject to the Performance Value per Share being at least GBX 120 at the end of the relevant period.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Worthington Group plc | -100.00bn | -100.00bn |
| ICG Longbow Snr Sec UK Prop Dt Inv Ltd | 4.95m | -24.88m |
| Onward Opportunities Ltd | 3.76m | 3.17m |
| Dunedin Enterprise Investment Trust Plc | 2.00m | 1.56m |
| Puma Alpha VCT PLC | -3.19m | -4.13m |
| Golden Prospect Precious Metals Ltd. | 7.06m | 6.10m |
| NB Distressed Debt Investment Fund Ltd | 2.44m | -2.01m |
| STM Group Plc | 28.08m | 417.00k |
| Foresight Technology VCT PLC | -145.00k | -1.14m |
| Ecofin US Renewables Infrstctr Trust PLC | -3.24m | -5.06m |
| Chelverton UK Dividend Trust PLC | 1.63m | -4.00k |
| Miton UK Microcap Trust PLC | -6.43m | -7.88m |
| Riverstone Credit Opprtnts Incm PLC | 3.60m | 1.72m |
| Ceiba Investments Ltd | 10.40m | 10.72m |
