LMS Capital plc - Major investments by valuation 30 June 2010
|
Name
|
Geography
|
Type of Investment
|
Date of initial investment
|
Book Value £000
|
|
Quoted investments
|
|
Weatherford
|
US
|
Oilfield services
|
1984
|
17,944
|
|
Prostrakan
|
UK
|
Specialty pharmaceuticals
|
1999
|
11,793
|
|
Gulfmark Offshore
|
US
|
International offshore services
|
2008
|
4,367
|
|
Direct Investments
|
|
Method Products*
|
US
|
Consumer products
|
2004
|
18,657
|
|
Updata Infrastructure
|
UK
|
Wide area networks
|
2009
|
13,000
|
|
Rave Reviews Cinemas
|
US
|
Cinema operations
|
2002
|
8,408
|
|
HealthTech Holdings
|
US
|
Hospital information systems
|
2007
|
8,364
|
|
Nationwide Energy Partners
|
US
|
Energy service provider
|
2010
|
8,088
|
|
Apogee Group
|
UK
|
Digital printing solutions
|
2010
|
7,902
|
|
Penguin Computing*
|
US
|
Linux server systems
|
2004
|
6,036
|
|
Wesupply Limited
|
UK
|
Supply chain connectivity software
|
2000
|
5,500
|
|
Luxury Link*
|
US
|
Internet commerce
|
2006
|
5,117
|
|
Entuity Limited
|
UK
|
Network management software
|
2000
|
5,000
|
|
Elateral Limited
|
UK
|
Marketing software
|
2000
|
4,500
|
|
Yes To, Inc*
|
US
|
Consumer products
|
2008
|
3,840
|
|
Fund Investments
|
|
|
|
|
|
Brockton
(Funds I & II)
|
UK
|
Real estate
|
2006
|
13,362
|
|
BV Investment Partners
(Funds V, VI & VII)
|
US
|
Media and communications
|
1996
|
8,722
|
|
Weber Funds
(Funds GW 2001, I & II)
|
US
|
Micro-cap listed technology companies
|
1999
|
6,259
|
|
Spectrum Equity Investors
(Funds III & IV)
|
US
|
Communications, media, information services
|
1999
|
5,851
|
|
Brynwood Partners
(Fund V)
|
US
|
Consumer products
|
2004
|
5,003
|
|
Scottish Equity Partners (Funds II & III)
|
UK
|
Information technology, healthcare and energy
|
2001
|
4,657
|
|
Amadeus Capital
(Funds I & II)
|
UK
|
Technology
|
1998
|
4,045
|
*San Francisco Equity Partners manages these investments
Further details about our investments can be found on the investments section of our website.
(1) Please note that while the information referred to above was correct as at 30 June 2010, this list of investments may, at any time, become out of date due to changing circumstances, disposals and acquisitions. |