Aurora Investment Trust plc

Aurora Investment Trust plc

ARR.L
Aurora Investment Trust plcGB flagLondon Stock Exchange
267.00
GBp
+1.00
(+0.37%)
0.19EPS
14.41P/E
293.84MMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
Revenue per Share
-0.25
0.13
-0.1
-0.05
0.15
0.35
-0.23
0.56
-0.02
0.41
-0.45
0.71
- -
Basic EPS, GAAP
-0.28
0.09
-0.17
-0.05
0.14
0.34
-0.24
0.55
-0.03
0.4
-0.46
0.7
- -
Free Cash Flow per Basic Share
0.27
0.03
0.15
0.6
-1.55
-0.59
-0.56
-0.09
-0.28
0.02
0.03
0.03
- -
Dividend per Share
0.04
0.04
0.04
0.04
0.01
0.02
0.03
0.04
0.05
0.01
0.02
0.03
- -
Book Value per Share
0.32
0.35
0.35
0.35
0.35
0.3
0.28
0.27
0.26
0.25
0.25
0.25
- -
Tangible Book Value per Share
1.72
1.92
1.71
1.77
2.43
2.46
2.01
2.54
2.25
2.55
2.02
2.74
- -
Basic Weighted Avg Shares
11
10
10
10
21
36
50
61
73
76
77
76
- -
Sales/Revenue/Turnover
-3
1
-1
- -
3
12
-12
34
-2
32
-35
54
-10
Operating Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Net Income, GAAP
-3
1
-2
- -
3
12
-12
34
-2
31
-35
53
-11
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
0.1
- -
0.09
- -
Profit Margin (%)
112.49
74.98
162.92
103.81
90.41
96.94
103.93
98.39
137.98
97.18
102.47
98.53
110.28
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
LT Debt
4
4
4
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Total Equity
19
20
18
18
51
87
101
154
163
194
155
209
294
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
-100.77
27.15
-48
-13.62
52.6
132.05
-98.75
220.33
-12.48
162.13
-185.04
279.65
-44.92

Capital Structure

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
40.07%
15.98%
40.62%
Free Cash Flow
-13.02%
55.93%
27.5%
Net Income, GAAP
-321.68%
-436.73%
-120.07%
Sales/Revenue/Turnover
-390.5%
-552.73%
-117.93%
Total Cash Common Dividend
73.66%
72.58%
117.74%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
-35
2023
- -
- -
- -
- -
54
2024
- -
- -
- -
- -
-10

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
-0.46
2023
- -
- -
- -
- -
0.7
2024
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
0.02
2023
- -
- -
- -
- -
0.03
2024
- -
- -
- -
- -
- -

Company Description

APIChat
Sector
Financial Services
Industry
Asset Management
Address
64-66 Glenthem Road London United Kingdom SW13 9JJ
IPO Date
Oct 30, 1981
Business
Aurora UK Alpha plc (ARR.L) is a UK-listed closed-end investment trust that provides shareholders with long-term total returns, primarily through capital appreciation and income growth from a concentrated portfolio of UK-listed equities. The trust invests in 15 to 20 core holdings, with the top ten positions comprising approximately 85% of assets, focusing on high-quality businesses trading at attractive valuations based on a value investing philosophy inspired by Warren Buffett and Philip Fisher; it may employ derivatives for capital preservation. Managed by Phoenix Asset Management Partners Limited since December 2015, the trust trades daily on the London Stock Exchange and targets risk-adjusted returns by backing the manager's highest-conviction ideas in UK companies across various sectors. In December 2024, Aurora Investment Trust plc combined with Artemis Alpha Trust plc to form Aurora UK Alpha plc, creating a larger entity with enhanced liquidity, a lower cost ratio, and a shared high-conviction investment approach; this followed heads of terms agreed in September 2024 and shareholder approvals. More recently, in November 2025, the trust executed a share buyback of 20,000 ordinary shares at 271 pence each, adding to treasury holdings and adjusting total voting rights to 110,073,918, as approved at its annual general meeting. These actions reflect ongoing capital management strategies amid a recent 52-week high in share price reached in December 2025. Founded in 1997 and headquartered in London at c/o Frostrow Capital LLP, 25 Southampton Buildings, the trust operates exclusively in the UK market, serving institutional and retail investors seeking exposure to domestic equities without direct management fees, instead paying a performance fee of one-third of NAV total return outperformance over the FTSE All-Share Index. Phoenix Asset Management Partners Limited, founded by Gary Channon in 1998, leverages a dedicated team for in-depth business analysis, drawing on networks from business, investment, private equity, and venture capital to identify mispriced opportunities. The trust maintains no employees and focuses on long-term holdings in predominantly listed UK firms.