Oxford Gateway Fund No.3 (for web).pub - The Tax Shelter Report
Oxford Gateway Fund No.3 (for web).pub - The Tax Shelter Report
Oxford Gateway Fund No.3 (for web).pub - The Tax Shelter Report
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
A Proven Process<br />
A strong investment strategy<br />
An Experienced Team<br />
A broad set of skills<br />
OCP uses rigorous processes <strong>for</strong> investing in early<br />
stage and development businesses with high<br />
growth potential and <strong>for</strong> constructing a<br />
diversified portfolio.<br />
Clear investment strategy<br />
Sophisticated portfolio construction<br />
Strong risk management<br />
Professional team with relevant experience<br />
Supported by leading specialist advisors<br />
Active involvement with companies<br />
Transparent and in<strong>for</strong>mative reporting<br />
Track record of superior investment per<strong>for</strong>mance<br />
Ted Mott - CEO, has 25 years experience in<br />
technology businesses and investment<br />
banking in the US, Europe and Asia. A<br />
successful investor and entrepreneur, he<br />
founded OCP in 1992. He is a Cambridge<br />
University economist and an Insead MBA.<br />
Robin Hill FCA - Finance Director, has over<br />
30 years’ experience of managing and<br />
advising businesses. He has been CEO and<br />
CFO of high tech and services businesses in<br />
the US and Europe.<br />
David Mott - Investment Manager, has<br />
several years’ experience of managing and<br />
advising venture capital investments.<br />
Previously at Result Ventures and PwC.<br />
Chris Mallows FSI - Investor Advisor, trained<br />
as a stockbroker with Cazenove and later<br />
with SG Warburg. He is the <strong>for</strong>mer CEO of<br />
Standard Chartered Securities.<br />
Adrian Goodall -Investment Manager,<br />
previously strategy director at THUS plc and<br />
was in the top-rated telecoms teams at<br />
Goldman Sachs and SBC Warburg.<br />
Victor Christou PhD - Investment Manager,<br />
has 15 years tech experience and was the<br />
Royal Society Chemistry Entrepreneur of the<br />
Year. Graduate of Stan<strong>for</strong>d Business School.<br />
Lucy Dighton -Investment Analyst, is a life<br />
science graduate of <strong>Ox<strong>for</strong>d</strong> University.<br />
Previously gained technology experience<br />
with Synaptics UK in Cambridge.<br />
A Superior Track Record<br />
<strong>Ox<strong>for</strong>d</strong> <strong>Gateway</strong> <strong>Fund</strong> No. 1<br />
Launched July 1999, data as at 5 April 2005<br />
Total net return 172%<br />
Distributed returns 2.3x<br />
IRR 19%<br />
Top 10% per<strong>for</strong>mance of UK 1999 funds (BVCA/PwC)<br />
200%<br />
150%<br />
100%<br />
50%<br />
Total net return<br />
(July 1999 to April 2005)<br />
<strong>Ox<strong>for</strong>d</strong> <strong>Gateway</strong> <strong>Fund</strong> No. 2<br />
♦ £11.3m fund, launched December 2003<br />
♦ 14 investments to date<br />
♦ In 2005, two companies have already successfully<br />
listed their shares.<br />
0%<br />
-50%<br />
OGF1 FTSE 100 Tech Mark<br />
Past per<strong>for</strong>mance is no guarantee of future per<strong>for</strong>mance<br />
Returns calculated as a 5th April 2005 in accordance with International Private Equity<br />
and Venture Capital Guidelines. All figures are net of fees.