Company EPE Special Opportunities Limited

Equities

ESO

BMG3163K1053

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Sector Private Equity

Market Closed - London S.E. Other stock markets 11:35:12 2024-05-01 am EDT			5-day change	1st Jan Change
178 ^GBX	+1.14%		+8.87%	+10.56%

Mar. 28	Earnings Flash (ESO.L) EPE SPECIAL OPPORTUNITIES Reports FY24 Loss GBX-1.33	MT
Mar. 28	EPE Special Opportunities Limited Reports Earnings Results for the Full Year Ended January 31, 2024	CI

EPE Special Opportunities Limited is a Jersey-based investment company. The Companyâs primary objective is to provide long-term return on equity for its shareholders by investing between Â£2m and Â£30m in small and medium sized companies. The Company targets growth capital and buy-out opportunities, special situations and distressed transactions, deploying capital where it believes the potential for shareholder value creation to be compelling. It invests in public as well as private companies and is also able to invest in special purpose acquisition companies (SPACs) and third-party funds. It also invests in various industry sectors, including business services, consumer and retail, financial services and the industrial sector. The Investment Advisor to the Company is EPIC Investment Partners LLP (EPIC).

GBP in Million	2022	Weight	2023	Weight	Delta
Investment and Related Activities 100.0 %	0	100.0 %	0	100.0 %	+15,444.55%

GBP in Million	2022	Weight	2023	Weight	Delta
United Kingdom 100.0 %	0	100.0 %	0	100.0 %	+15,444.55%

Managers	Title	Age	Since
Philip Peter Scales SEC	Corporate Secretary	74	-

Members of the board	Title	Age	Since
David Pirouet BRD	Director/Board Member	69	19-06-30
Clive Spears CHM	Chairman	70	-
Heather Bestwick BRD	Director/Board Member	-	17-02-09
Michael Gray BRD	Director/Board Member	57	21-09-02

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	34,616,554	13,936,248 ( 40.26 %)	4,739,707 ( 13.69 %)	40.26 %

Name	Equities	%	Valuation
Giles Brand 35.88 %	10,643,976	35.88 %	20 M p
The Society of Lloyd's 9.900 %	2,936,832	9.900 %	5 M p
Boston Trust Co. Ltd. 5.160 %	1,530,693	5.160 %	3 M p
First Equity Ltd. 5.138 %	1,524,325	5.138 %	3 M p
Asset Value Investors Ltd. 5.011 %	1,486,500	5.011 %	3 M p
Lombard Odier Asset Management (Europe) Ltd. 3.506 %	1,040,159	3.506 %	2 M p
Hiren Patel 1.666 %	494,246	1.666 %	920 924 p
Miton Asset Management Ltd. (Investment Management) 1.408 %	417,569	1.408 %	778 052 p
Miton Capital Partners Ltd. 0.6747 %	200,163	0.6747 %	372 962 p
Nicholas Wilson 0.5206 %	154,440	0.5206 %	287 767 p

Name	Equities	%	Valuation
CG Asset Management Ltd. 10.50 %	2,100,000	10.50 %	3 M p
Brooks Macdonald Asset Management Ltd. 10.00 %	2,000,000	10.00 %	3 M p
Evelyn Partners Investment Management LLP 5.826 %	1,165,232	5.826 %	2 M p
Castlefield Investment Partners LLP 2.038 %	407,616	2.038 %	527 793 p

EPE Special Opportunities Ltd.

Liberation House Castle Street

JE1 2LH, St. Helier

+44 20 7269 8860

http://www.epespecialopportunities.com

address EPE Special Opportunities Limited(ESO)

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Private Equity

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Private Equity