Braveheart Investment Group plc is an investment company that makes and manages investments in British businesses.  Braveheart was formed in 1997 by four Scottish businessmen as a co-investment vehicle so that they could pool their money and knowledge to reduce risk. 

Investments are made in young emerging companies, most of which are not listed on the London Stock Exchange at the time of investment.  These types of investments are often referred to as venture capital or private equity. Investments are predominantly technology-focused and range from start-up companies to businesses in pre-listing situations.  We work closely with universities to identify emerging technologies with global potential.  Typically ten investments will be made each year out of several hundred business plans received. 

Braveheart invests its own funds as well as those of its private client base.  Private clients are typically high net worth individuals or corporate entities.  Clients choose whether they wish to be advisory or discretionary.  Advisory clients build their own portfolio based on opportunities presented by Braveheart.  Discretionary clients give a mandate to Braveheart to build portfolios based upon pre-agreed objectives.  Braveheart currently has around 100 clients from both the public and private sector.

The Braveheart portfolio has returned an average of a little over 29% per annum over the last ten years.  Investments are generally made utilising the Enterprise Investment Scheme, which makes provision for income tax relief in addition to rollover relief and capital gains tax exemption for qualifying holdings.