Oakley Capital Investments (OCI) invests in private equity funds managed by Oakley Capital Limited (Oakley). OCI is, as we show on page 21, the best-performing fund in its peer group over five years. As evidenced by its latest full-year results, this has been achieved in spite of what might be described as a difficult macro backdrop.
OCI’s manager believes that this can be attributed to three core factors: the expertise that it has built in a focused group of sectors (technology, consumer, education) over 20 years of investing; its unique origination strategy, which it says continues to unearth opportunities that others cannot access (seven new investments made last year); and a set of proven value-creation strategies that help accelerate the earnings growth of the companies that OCI backs (22% EBITDA growth on average over 2022, accounting for around two-thirds of OCI’s NAV growth over 2022). OCI has generated 23% CAGR of NAV over five years.
04 Apr 2023
Oakley Capital Investments – The best-performing UK-listed private equity fund
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Oakley Capital Investments – The best-performing UK-listed private equity fund
Oakley Capital Investments Ltd Registered (OCI:LON) | 478 43.1 1.9% | Mkt Cap: 844.2m
- Published:
04 Apr 2023 -
Author:
James Carthew | Matthew Read - Pages:
Oakley Capital Investments (OCI) invests in private equity funds managed by Oakley Capital Limited (Oakley). OCI is, as we show on page 21, the best-performing fund in its peer group over five years. As evidenced by its latest full-year results, this has been achieved in spite of what might be described as a difficult macro backdrop.
OCI’s manager believes that this can be attributed to three core factors: the expertise that it has built in a focused group of sectors (technology, consumer, education) over 20 years of investing; its unique origination strategy, which it says continues to unearth opportunities that others cannot access (seven new investments made last year); and a set of proven value-creation strategies that help accelerate the earnings growth of the companies that OCI backs (22% EBITDA growth on average over 2022, accounting for around two-thirds of OCI’s NAV growth over 2022). OCI has generated 23% CAGR of NAV over five years.