The Investment Company plc publish proposals for the future of the Company
May 2026

The Investment Company plc is an LSE Main Market listed Investment Trust founded in 1868.
The Company’s investment objective is to maximise capital growth for Shareholders over the long term by investing in high quality quoted UK Small and Mid-Cap Companies.
On 24th February 2026, the Company announced proposals for the future of the Company which included:
- The appointment of Dowgate Wealth Limited as new portfolio manager
- The adoption of a new investment policy
- A tender offer to existing shareholders
- The recapitalisation of the Company through the issue and sale of ordinary shares
Publication of proposals for the future circular
The Perivan shareholder communications team was delighted to work with Shore capital who acted as financial adviser and Stephenson Harwood who acted as legal adviser on the successful publication of the circular and associated documents requiring shareholder approval, which were posted to qualifying shareholders on 4th June 2026.
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