Company Performance Metrics
- Robert Davis: Deputy CEO and Head of Portfolio Management
- Richard Moore: Investment Director
At Calculus Capital they are specialists in creating and managing tax efficient private equity funds for the individual. Funds that are ideal for today's market - offering generous tax benefits, and significant growth potential within a sensible risk profile.
They look to make £2-5 million investments in established companies with proven
management teams and a successful product or service. Their entrepreneurial flair, combined with their experience and sound commercial judgement has resulted in a diversified investment portfolio and an impressive track record.
In June 2013 Calculus Capital was top ranked in the prestigious Martin Churchill Tax Efficient Review for the 6th year in a row.
The Government has recently shown its support for EIS funds, by maintaining the five generous tax benefits and widening the scope of EIS investments. These changes benefit Calculus Capital's rigorous and proven strategy. As a result they are experiencing their strongest pipeline of prospective investments yet.
