Guinness Asset Management was founded by Tim Guinness in London in 2003, along with US sister firm Guinness Atkinson Asset Management Inc. Core areas of expertise: Innovation, Energy, Leisure, AIM and Asia.
Guinness Asset Management is the leading EIS investor. Investing £100 million EIS Funds into more than 80 companies since 2011. These range from solar and other renewables to manufacturers, internet retailers and healthcare. The Investment Management Team leverages the considerable EIS and investments expertise of Tim Guinness CEO of Guinness Asset Management, Andrew Martin Smith, formerly CEO of Hambros Fund Management and Lord Flight, Chairman of the EIS Association.
Such expertise and experience has resulted in returns to investors of more than £1.20 per £1.00 invested for the first three EIS qualifying investment companies sold in 2016.
Guinness EIS targets companies which show the following investment characteristics
Eg. gyms, trampoline parks, pubs, crematoria and rehabilitation centres.
Eg. waste management, recycling or data centres.
Eg. Luxury goods dealers, logistics and freight.
In addition to the key characteristics the following criteria are also considered:
|Size||Up to £5,000,000 per investee company|
|Timing||Funds invested within 12 months of subscription
Next close on 10 November 2017 – funds to be invested in current tax year
|EIS||Only invest in companies with EIS Advance Assurance from HMRC|
|Exit||Target investment period is 4 to 5 years
Exit routes: trade sale, MBO, leveraged purchase, liquidation
£5m investment to fund additional sites – tangible fixed assets valued at £2.9mAnticipated exit route – sale/ IPO EIS3 certificate delivered Q2 2017 (existing, trading business)
If you are interested in further information about Guinness EIS, please contact us on firstname.lastname@example.org or +44 (0) 20 7952 6685.