WELCOME TO PORTLAND CAPITAL PARTNERS PLC (P (PCP Plc lc) Business Overview Portland Capital Partners Plc is a new investment company that has been established to build on the experience, expertise and contacts of its executive directors, which include an experienced Chartered Banker, asset manager.
Investment Objective The Company’s investment objective is to deliver medium to long -term capital appreciation by investing in assets which provide low volatility, medium term capital appreciation and high yield. Assets include equities with a focus on the UK and other securities that may provide exposure to different asset classes. Subject to the Boards approval, the Company will seek to maintain its capital fully invested. There will be no restrictions on the underlying content of the investments held, in terms of investment type, geographical or economic sector. Investments will be made via a portfolio of transferable securities including investment trusts, deposits, money market instruments and derivatives. Ordinarily the portfolio will normally remain fully invested. The Investment Manager has the absolute discretion to weight the portfolio towards any investment type or sector, including cash, at any time provided such investment is compatible with the investment objective and policy of the Company as a whole. The companies target is to make investments which will yield a gross return of 8% to 16% per annum.
Investment Policy The principal investment objective of the company is to invest in companies holding assets to achieve medium term capital appreciation with high yield. Also to invest into, short to medium Term Bridge financing to SMEs, short term secured bridge financing to professional corporates (Law firms) as discounting facilities, Bio Fuel energy products, Venture capital investment in equity, health care and nursing homes. Investment Sectors • Research and Development in healthcare centre • Short and medium-Term Lending to SMEs • Corporate Discounting • Bio-Fuel Energy projects • Predominantly Large-Cap Listed UK equity • Venture capital investment in equity • Health Care • Nursing Homes In its selection process, the company adopts a bottom-up security selection process that allows the company to thoroughly assess company-specific risk, liquidity and long-term upside potential. In doing so, the company will make use of quantitative screening and whilst also considering other factors such as senior Investment document, investment strategies, political, monetary and regulatory risks.
The Company’s investments in equity securities may include ordinary shares, preference shares and bonds. Strategies, investment policies, trading ideas and reasons will underpin the results obtained. The Company may also, at any time, hold cash and securities for cash Investment purposes, pending investment in accordance with its Investment Policy and to meet operating expenses and redemption requests. Un-invested cash may be held on deposit in a bank account in the name of the Company with an authorised and regulated credit institution. The company may also invest in money market instruments and treasury bills for the purposes of liquidity Investment. The company seeks to structure a diversified relative value and macro portfolio subject to pre-defined limits. The Company’s portfolio may comprise both long and short positions. The company may move between strategies and markets as it perceives opportunities and risks to arise prevail. Investors will have a fixed return which will minimize the impact of short term interest rate volatility. In addition, the note will be tradable on the secondary market supplement the chance for investors to sell their holdings at any time, subject to normal market conditions. A low risk, liquid, investment for suitable Investors.
Target Characteristics The Company intends to undertake investment in projects that have the following characteristics: • Predictable cash flows • Quality sponsorship from strategic players; • Potential to gain leadership positions in their markets; • Strong operating contractual arrangements; • Top-quality, open Investment Managers teams with strong track records in the particular sector, • A demonstrated technical expertise and an excellent professional reputation; • An excellent asset base or the ability to develop a cost-efficient and competitive asset base as a result of capital infusion; • Transparent financial structure and records and limited technological risk.
Portland Capital Partners Plc (PCP Plc) Product Name: Portland Capital Profit Participation Bonus Bond Minimum Investment: £100,000 with additional subscription in multiples of £10000 Coupon: Coupon @ 5.5% p.a every 6 months Profit-Participation Bonus Policy: 3.5% p.a on the performance of the company payable yearly Term: 10 years Redemption: Repayment of capital on the Redemption Date. Withholding Taxes: Income is paid gross of basic rate tax for UK based investors and overseas investors.
KEY PERSONAL Mr Patrice C Nanette Mr Kevin Allan (FCCA, Bsc Hons ,LLB, MBA) (ACIB) Investment Manager/ Chief Executive Officer Company Secretary
Mr Kevin Allan ACIB Chief Executive Officer Kevin is the founder of Portland Capital Partners Plc. He is an experienced Chartered Banker and was with the Bank of Scotland Corporate Business Development and Credit Sanctioning Team. His expertise lies in Networking and working with key professionals in the industry, to obtain corporate banking client referrals with property lending requirements of up to £10m and trading businesses with turnover in the £1m - £25m range. Additionally, Kevin is the Corporate Finance Director in Pyramid Property Finance Limited, a well-established company providing corporate lending introductions, researching clients’ needs and providing solutions based on whole of market knowledge. Kevin was also Head of Corporate lending in Barclays bank for 24 years and his last role was as a member of the Birmingham Corporate Team, comprised of 11 corporate investment managers and 40 support staff across 20 different sites spanning through the greater Birmingham area. His Customer portfolio comprised of 100 corporate businesses as defined with sales turnover of £500k to £20m and/or committed credit facilities of £250k to £15m. The typical customer had sales turnover of £5m - £20m and credit facilities of £1 – 5m. Kevin was responsible for portfolio exposure totalling £35m, with credit balances of £10m generating a contribution of £1m per annum. Business objectives consisted of growing income by 10% to 12% per annum.
Other responsibilities included credit sanctioning roles and introducing innovative portfolio investment tools and credit risk assessment techniques beyond standard lending policy and development of support staff under his control. He developed a personable and trusting relationship approach with key business introducers and promoted the Barclays brand within the financial community. Kevin brings a wealth of expertise in the financial sector which is a huge asset to the team. His key role in Portland Capital Partners Plc is to identify prospective investments and their fundamental returns which meet the investment ethos of the company.
Mr Patrice Benjamin C Nanette, FCCA, Bsc Hons ,LLB, MBA. Investment Manager / Company Secretary Patrice is born and raised in Mauritius but qualified and educated in England. He has been the Director of several companies, and is currently Chief Financial Officer of an international group called the Super Group Trading SA, with assets of excess of $2 billion. Patrice is regulated by the Financial Services Commission of Mauritius and is approved as a fund Investment Manager and as a Administrator of funds . Patrice has over 15 years’ experience as an Investment Manager and is currently on the board of several funds with have investments in excess of $150 million Worldwide. He advises on investment strategy and excels in the fields of accounting, auditing, tax planning/reporting, and business administration of investments companies with very high net-worth. Patrice was also a portfolio Investment Manager for Deutsche Bank ( Mauritius) Ltd where he was managing the day to day running of portfolios of investments in 120 corporate offshore structures, as-well as fund administration and investment of both open and close ended funds having assets under investment in excess of $500 million . Patrice has also been a senior auditor for KPMG Mauritius in the past, where he was in charge of audit of companies in property and investment holdings to large multinational closed and open ended funds of net worth of over $150 million. Professional and Academic Fellow Member of the Association of Certified Accountant (UK) Bachelor of Law, Second Class Honours, Upper Division , ( University of London ) Master’s in business and Administration with Merit, University of Bradford (UK) Member of the Mauritius Institute of Professional Accountants (Mauritius) Member of the Mauritius Institute of Director (Mauritius)
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