Kestrel raises a further £27m for its Opportunities Fund

07 April 2014

Kestrel is pleased to announce that having temporarily re-opened the Opportunities Fund (“KOF”) in March 2014, it has taken in another £27m of capital. Following this capital raise, KOF has once again been closed to new subscriptions. Max Royde, Chief Executive of Kestrel, says: “Having originally closed KOF to new subscriptions in March 2013, we had invested the majority of our capital. We decided to temporarily re-open the fund as we continue to see several…

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Kestrel provides cornerstone funding for Redcentric PLC

20 November 2013

Kestrel Investment Partners (“Kestrel”) is pleased to have taken a cornerstone position in Redcentric PLC’s £64m capital raising which it used to fund the acquisition of InTechnology Managed Services Limited (“ITMS”) on 18 November 2013. Kestrel’s funding commitment at a very early stage in the acquisition process gave Redcentric’s management and the vendors of ITMS confidence that the acquisition would be successfully financed. Kestrel remained supporting of the transaction throughout a long due diligence prices…

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Kestrel closes its Opportunities fund to new subscriptions

18 March 2013

Kestrel Investment Partners (Kestrel) announces that it has reached its target of raising £50 million of new capital for the Kestrel Opportunities fund. Due to the fund’s limited capacity, it is now closed to new subscriptions. Max Royde, Chief Executive of Kestrel, says: “We are very pleased to have reached our target capital raise which is a testament to the success of our strategy and the performance of the Kestrel Opportunities fund to date. There…

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Kestrel broadens AIM Inheritance Tax Solution

08 November 2012

Kestrel Investment Partners (Kestrel) has broadened the Kestrel Inheritance Tax Solution (KITS) offering to include retail clients as well as professional clients. This is a discretionary investment management service aimed at reducing inheritance tax (IHT) liabilities by investing in a selection of AIM companies chosen and managed by Kestrel. KITS is based on Kestrel’s strong track record of investing in small and micro-cap companies quoted on the London Stock Exchange, most of which are listed…

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Kestrel launches Global Portfolio

17 March 2012

Kestrel Investment Partners (“Kestrel”), the investment management company, today announces the launch of a new global multi-asset fund, the Kestrel Global Portfolio. The fund launches with £25 million assets under management and a Silver grading from S&P. The Kestrel Global Portfolio will be managed by John Ricciardi, assisted by Max Royde. The well established Dynamic Asset Allocation investment process in the Kestrel Global Portfolio was first created by Ricciardi over twenty years ago. It allows…

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Kestrel bolsters its team with the appointment of Stuart Rollason

10 January 2012

Kestrel Investment Partners (Kestrel) has strengthened its investment management team with the appointment of Stuart Rollason. At Kestrel, Stuart will be lead manager on the Kestrel Inheritance Tax Solution, known as KITS, which mitigates inheritance tax by creating individual portfolios of AIM listed shares which are eligible for Business Property Relief. Stuart was previously a founder and partner at Bluehone Investors LLP, the investment manager which focuses on small company investment funds and a fund…

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John Ricciardi joins Kestrel Partners

18 August 2011

Kestrel Partners (Kestrel), the investment management company that specialises in listed smaller companies, today announces the appointment of John Ricciardi. John will head up the investment management division of Kestrel and plans to launch a new global multi-asset fund over the next few months. John was previously head of global asset allocation for Iveagh, the Guinness family office, and the lead manager of the Iveagh Wealth Fund. Prior to this, John was head of global…

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Max Royde is appointed to the board of Renovo Group PLC

04 July 2011

Kestrel Partners, the investment management company that specialises in smaller quoted companies, announces that Max Royde has been appointed as a non-executive director to the board of AIM quoted company, Renovo Group PLC (LSE: RNVO) in conjunction with several other board room changes at the company. Renovo Group represents a core holding for Kestrel with its Guernsey based fund owning 4.2% of the company.

Kestrel Partners assists buyout of ClearSpeed

25 March 2011

Kestrel Partners (Kestrel), the investment management company that specialises in listed smaller companies, has arranged for a new company, funded jointly by ZOE, a private family office, and Richard Farleigh, a business angel specialising in technology companies, to fund a management buyout of ClearSpeed Technology Limited. ClearSpeed, the fabless semiconductor company supplying low power, high performance processor technology, services and solutions de-listed from AIM in June 2009 at which time the share price fell to…

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Kestrel Partners signs up Frog Capital as a customer

05 May 2010

Kestrel Partners (Kestrel), the investment management company that specialises in listed smaller companies, has entered into an investment advisory agreement with Frog Capital, the London-based European growth capital investor, backed by a major European family office, to invest in GB Group plc, an AIM quoted company specialising in identity management solutions. Under the Agreement both Frog and Kestrel will work together to acquire a material shareholding in GB Group and work with management to assist…

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