Factsheet: Electra Private Equity Ord

Name
Electra Private Equity Ord
Manager
Electra Partners
Type
Closed Ended Investment Company
Sector
Private Equity
Launched
02/18/1976
Fund managers
Alex Fortescue, Bill Priestley, Alex Cooper-Evans, Charles Elkington, Chris Hanna, Steve Ozin
OCF
3.7 %
3 Year Sharpe
1.05
Yield
0 %
Benchmark
FTSE 250 TR GBP
ISIN
GB0003085445
As an investment trust, the Group’s investment objective is to seek capital growth from a portfolio of securities drawn from markets both within the UK and worldwide. The holding of these financial instruments to meet this objective results in certain risks. The Group’s financial instruments comprise securities in unlisted and listed companies, partnership interests, trade receivables, trade payables, money market funds and cash.
Holding %
Other Undertakings 48.42 %
Tgi Fridays 20.43 %
Photobox Group 10.59 %
Hotter Shoes 4.79 %
Knight Square 3.53 %
Sentinel Performance Solutions 0.38 %
Special Products 0.25 %
Region %
Sector %
Name
Electra Partners
Address
EC4M 8AB, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Bill Priestley
Joined 09/30/2016
Alex Cooper-Evans
Joined 09/30/2016
Charles Elkington
Joined 09/30/2016
Chris Hanna
Joined 09/30/2016
Chris Hanna
Joined 09/30/2016
Alex Fortescue
Joined 01/01/2016

Alex joined Electra Partners as Chief Investment Partner in 2011. Prior to this he spent eleven years at private equity firm Apax Partners, where he was Global Head of the Retail and Consumer Group. Before Apax he spent nine years at OC&C Strategy Consultants where he focused on corporate strategy and private equity commercial due diligence. In total he has more than 20 years Private Equity experience. Alex chairs Electra Partners' Management Committee and is a member of its Investment Committee. He sits on the boards of Electra Partners' portfolio companies AXIO Data Group, Parkdean Resorts, Davies, Hotter Shoes and Knight Square. He has a first class degree in Electronic Engineering from Imperial College, and an MBA from INSEAD. He is a keen sailor and cyclist.

Data provided by Morningstar.

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