Despite broader economic challenges, Oakley Capital Investments (OCI) continues to deliver market beating shareholder returns. A focus on cash-generative companies with recurring revenues and asset-light business models means the portfolio appears to be well insulated as financial conditions have tightened, which the managers note is highlighted by double digit earnings growth over the last financial year. The staggered nature of its investments appears to provide a consistent stream of realisat ....
15 Dec 2023
Oakley Capital Investments
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Oakley Capital Investments
Oakley Capital Investments Ltd Registered (OCI:LON) | 563 -11.3 (-0.4%) | Mkt Cap: 993.2m
- Published:
15 Dec 2023 -
Author:
James Carthew | QuotedData Research Team -
Pages:
19 -
Despite broader economic challenges, Oakley Capital Investments (OCI) continues to deliver market beating shareholder returns. A focus on cash-generative companies with recurring revenues and asset-light business models means the portfolio appears to be well insulated as financial conditions have tightened, which the managers note is highlighted by double digit earnings growth over the last financial year. The staggered nature of its investments appears to provide a consistent stream of realisat ....