EPE Special Opportunities Limited (ESO.L)
EPE Special Opportunities plc specializes in middle market, growth capital, distressed, pre-IPO, special situations, turnaround, PIPES, and buyouts. It also does secondary direct and secondary indirect investing. The fund typically invests in consumer and retail, financial services, manufacturing, media and support services sectors including education, healthcare and social housing. It prefers to invest in United Kingdom. It seeks to invest between $2 million and $30 million in small and medium enterprises. The fund invests privately as well as publicly. The fund seeks to exit its investments between one year and five years and take minority positions.
Company Info
Highlights
£41.71M
£0.12
13.13
£374.34K
-£633.41K
-£880.02K
£135.00 - £324.00
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in EPE Special Opportunities Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
EPE Special Opportunities Limited had a return of 3.96% year-to-date (YTD) and -51.39% in the last 12 months. Over the past 10 years, EPE Special Opportunities Limited had an annualized return of 3.71%, while the S&P 500 had an annualized return of 11.26%, indicating that EPE Special Opportunities Limited did not perform as well as the benchmark.
ESO.L
3.96%
11.70%
-3.96%
-51.39%
-4.48%
3.71%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of ESO.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.98% | 3.96% | |||||||||||
| 2024 | 2.48% | -0.61% | -10.06% | 19.32% | 0.28% | 0.57% | -4.79% | -8.28% | -2.90% | 6.31% | -3.13% | -2.26% | -5.90% |
| 2023 | 9.68% | 12.06% | -12.07% | -1.49% | -3.64% | -1.89% | -5.45% | 6.78% | 12.70% | -9.86% | 1.56% | -0.92% | 3.87% |
| 2022 | -12.96% | -12.30% | -7.38% | 0.00% | -15.94% | -11.85% | -7.26% | -2.32% | -16.91% | -7.86% | 15.12% | 4.38% | -56.34% |
| 2021 | 2.26% | 2.58% | 6.12% | 11.86% | 5.45% | 7.47% | 5.08% | 6.62% | -9.31% | -6.05% | -1.40% | 0.85% | 33.96% |
| 2020 | 7.57% | -3.02% | -32.64% | 23.08% | 0.00% | 7.81% | 1.45% | 12.86% | 7.34% | 5.19% | 20.63% | -1.49% | 43.24% |
| 2019 | -3.46% | 4.23% | 5.00% | 7.14% | 11.11% | 0.50% | -4.98% | -14.92% | 8.62% | -1.42% | 2.01% | 4.23% | 16.35% |
| 2018 | -31.91% | 6.25% | -11.76% | 9.33% | 4.27% | -7.31% | -16.40% | 9.43% | -2.76% | 22.34% | -5.22% | -2.75% | -32.34% |
| 2017 | -1.10% | -1.30% | -9.25% | 22.04% | 11.58% | -3.05% | -3.15% | 4.23% | 2.18% | 0.31% | -4.11% | -25.40% | -13.44% |
| 2016 | 6.87% | 1.61% | 0.00% | -2.37% | 6.07% | 17.94% | -3.88% | -0.67% | 26.44% | 28.15% | 2.51% | 10.82% | 133.05% |
| 2015 | -1.72% | -3.95% | -5.94% | 7.28% | 0.00% | -2.26% | 1.39% | 0.46% | -1.36% | 0.00% | 1.84% | 5.43% | 0.43% |
| 2014 | -4.40% | 9.20% | 10.53% | -0.48% | 9.57% | 0.00% | -1.75% | 3.11% | 0.00% | 0.86% | -0.85% | 0.00% | 27.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ESO.L is 9, meaning it’s performing worse than 91% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for EPE Special Opportunities Limited (ESO.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the EPE Special Opportunities Limited. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the EPE Special Opportunities Limited was 71.84%, occurring on Oct 21, 2022. The portfolio has not yet recovered.
The current EPE Special Opportunities Limited drawdown is 63.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.84% | Sep 7, 2021 | 283 | Oct 21, 2022 | — | — | — |
| -61.83% | Oct 19, 2017 | 608 | Mar 23, 2020 | 283 | May 10, 2021 | 891 |
| -21.37% | Jun 28, 2012 | 20 | Jan 7, 2013 | 13 | Feb 21, 2013 | 33 |
| -13.25% | Nov 11, 2014 | 87 | Mar 16, 2015 | 202 | Jan 4, 2016 | 289 |
| -12.55% | Jan 9, 2017 | 60 | Mar 31, 2017 | 8 | Apr 12, 2017 | 68 |
Volatility
Volatility Chart
The current EPE Special Opportunities Limited volatility is 3.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for EPE Special Opportunities Limited.
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Income Statement
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