Investors
Duke is a leading provider of hybrid capital solutions for SME business owners in UK, Europe and North America, combining the best features of both equity and debt. For the benefit of investors, Duke Capital maintains three investment pillars: capital preservation, attractive dividend yield, and to provide upside upon exits.
Admission to AIM in 2017
14 current capital partners and 8 exits
£220m of current capital invested
Current annualised dividend yield of 8.5%
£49m of dividends paid to shareholders to date
Investment Case
Bringing the best of both worlds
Our investment thesis combines the best features of both private equity and credit. For investors, this means benefitting from consistent dividends from our annuity-like revenue streams, whilst maintaining some equity upside upon exits.
Enhanced risk-return profile
We have a robust track record of delivering attractive risk-adjusted returns across market cycles and achieving above-average returns on exits. Recognising our investors’ desire for capital preservation, we provide both income and capital gains with downside protection, allowing investors to reap the benefits of any outsized returns.
Unique exposure to private markets
Our innovative ‘corporate mortgage’ presents shareholders with a compelling way to invest in resilient and profitable privately-owned businesses, whilst providing enhanced downside protection on their principal.
Portfolio diversification
We carefully identify profitable, long-standing businesses to ensure investors have safe exposure to a broad range of sectors. Building our robust selection criteria into investor portfolios offers a long-term solution to short-term uncertainty and market turbulence.
Incentivised to succeed
Our minority interests in our partners’ enterprise value ensures that we are committed to seek the best possible outcome for the company’s long-term success.
Experienced team
Our management team and investment committee has more than 100 years of investing experience and includes deal originators with deep relationships in the lower mid-market investment community.
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