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Puma Investments

Provides private equity, property finance and quoted equities services.
Puma Investments
Leadership team

Howard Shore (Founder and CEO of Shore Capital.)

Number of Employees
0 - 50
Headquarters
London, United Kingdom
Established
2010
Social Media
Summary

Puma Investments is a UK-based investment management firm that specializes in tax-efficient investment opportunities, particularly through Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT). The company was established as a subsidiary of Shore Capital, a leading independent investment firm, and has since grown to become a major player in the UK investment market.

Puma Investments has a strong focus on supporting SMEs and early-stage companies, particularly those that are working on innovative solutions to global challenges. The company's investment criteria are based on a number of factors, including the potential for high growth and positive social and environmental impact.

Puma Investments' portfolio includes a diverse range of businesses, from innovative tech startups to established companies with strong growth potential. The company has a particular focus on investing in businesses that are developing innovative solutions to global challenges, such as climate change, resource scarcity, and social inequality.

History

Puma Investments is a UK-based investment management firm that was founded in 2010. The company specializes in tax-efficient investment opportunities, particularly through Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT).

Puma Investments was originally established as part of Shore Capital, a London-based investment bank. However, in 2015, Puma Investments management acquired the business from Shore Capital and established it as a standalone investment management firm.

Since its founding, Puma Investments has grown significantly and has become a leading provider of tax-efficient investment opportunities in the UK. The company manages a range of funds across various asset classes, including renewable energy, healthcare, and technology.

Puma Investments has a strong focus on supporting SMEs and early-stage companies, particularly those that are working on innovative solutions to global challenges. The company has a reputation for providing hands-on support and expertise to the businesses it invests in, helping them to grow and scale their operations.

In recent years, Puma Investments has also expanded its offering to include impact investing, with a focus on investing in businesses that are working to address social and environmental challenges. The company's impact investment portfolio includes investments in companies that are working on renewable energy, sustainable agriculture, and affordable housing, among other areas.

Puma Investments has established itself as a leading provider of tax-efficient investment opportunities in the UK, with a strong focus on supporting SMEs and early-stage companies. The company's history is one of growth and innovation, and it is committed to investing in businesses that are working to create positive social and environmental impact.

Investment criteria

The firm specializes in tax-efficient investment opportunities, particularly through Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT). The company has a strong focus on supporting SMEs and early-stage companies, particularly those that are working on innovative solutions to global challenges.

When evaluating potential investments, Puma Investments looks for companies that meet the following criteria:

  • Innovative and Disruptive: Puma Investments seeks to invest in companies that are developing innovative solutions to global challenges. These companies should have a unique value proposition and be disruptive in their respective markets.
  • Experienced Management Team: The company looks for businesses with experienced management teams who have a proven track record of success. Puma Investments believes that strong leadership is critical to the success of any business.
  • Scalable Business Model: Puma Investments looks for companies with scalable business models that have the potential to achieve significant growth in the future. The company seeks to invest in businesses that have the potential to become leaders in their respective industries.
  • Positive Social and Environmental Impact: Puma Investments has a strong focus on impact investing and looks for businesses that are working to address social and environmental challenges. The company seeks to invest in businesses that have a positive impact on society and the environment.
  • Strong Financials: Puma Investments evaluates the financial health of potential investments to ensure that they are financially stable and have the potential to generate strong returns. The company looks for businesses with strong revenue growth, profitability, and cash flow.
Values
  • Integrity: Puma Investments places a high value on integrity, and the company strives to act in an ethical and transparent manner at all times. The company is committed to upholding the highest standards of professional conduct, and it takes a rigorous approach to compliance and risk management.
  • Partnership: Puma Investments believes that strong partnerships are critical to success. The company works closely with its investee companies, providing hands-on support and expertise to help them achieve their growth objectives. Puma Investments also works closely with its investors, providing clear and transparent communication and building long-term relationships based on trust and mutual respect.
  • Innovation: Puma Investments places a strong emphasis on innovation, and the company seeks to invest in companies that are developing innovative solutions to global challenges. The company is committed to supporting businesses that are pushing the boundaries of what is possible and driving positive change in their respective industries.
  • Impact: Puma Investments has a strong focus on impact investing, and the company seeks to invest in businesses that are working to address social and environmental challenges. The company is committed to creating positive social and environmental impact through its investments and to contributing to a more sustainable and equitable future for all.
  • Excellence: Puma Investments is committed to excellence in everything it does. The company strives to deliver outstanding results for its investors and investee companies, and it places a strong emphasis on continuous improvement and learning.
Mission

Puma Investments' mission is to provide investors with access to high-quality, tax-efficient investment opportunities that generate strong returns while also creating positive social and environmental impact. The company is committed to investing in businesses that are working to address global challenges, such as climate change, resource scarcity, and social inequality. Puma Investments' mission is based on the belief that investing in innovative, impact-driven businesses, can help create a more sustainable and equitable future for all.

In pursuit of its mission, Puma Investments has several key objectives. First, the company seeks to identify and invest in businesses that have the potential to generate strong returns for its investors. Puma Investments takes a rigorous approach to due diligence and invests in businesses with scalable business models, experienced management teams, and strong financials.

Portfolio

Puma Investments has an impressive portfolio of investments across various sectors that align with its values and investment criteria. Here are some examples of companies in Puma Investments' portfolio: 

  • Low Carbon Workspaces - a grant funding scheme for small businesses to improve energy efficiency and reduce carbon footprint.
  • BBOXX - a provider of off-grid solar energy solutions in Africa.
  • Enistic - a provider of energy monitoring and management solutions for businesses.
  • Ruroc - a manufacturer of high-performance helmets and goggles for extreme sports.
  • The House Crowd - a property crowdfunding platform that allows individuals to invest in UK property.
  • Bright Network - a career development platform that connects graduates with top employers.
  • Q-Bot - a provider of robotic solutions for underfloor insulation and surveying.
  • Zzoomm - a provider of ultrafast broadband services in the UK.
  • Crowd for Angels - a crowdfunding platform for SMEs and startups.
  • Journl - a digital platform that provides financial planning and investment management services to consumers.
References
Puma Investments
Leadership team

Howard Shore (Founder and CEO of Shore Capital.)

Number of Employees
0 - 50
Headquarters
London, United Kingdom
Established
2010
Social Media