Oakley Capital Investments - Initiation from QuotedData
4th April 2023
The best-performing UK-listed private equity fund
Oakley Capital Investments (OCI) invests in private equity funds managed by Oakley Capital Limited (Oakley). OCI is, as we show on page 22, 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 a difficult macroeconomic backdrop.
OCI believes that this can be attributed to three core factors:
· the expertise that its adviser has built in a focused group of sectors (technology, consumer, education) over 20 years of private equity investing;
· a unique investment origination strategy, which continues to unearth opportunities that others cannot access (seven new investments were 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).
The success of the approach is evidenced by OCI's 23% compound annual growth rate of its net asset value (NAV) over five years.
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NB: Marten & Co was paid to produce this note on Oakley Capital Investments Limited and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.
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