Oakley Capital Investments – Getting down to business
In spite of what seems like an uncertain macroeconomic environment, Oakley Capital Investments’ (OCI) underlying portfolio continued to generate earnings growth in 2023 (average 14% EBITDA growth), which in turn helped drive 4% NAV growth. In addition, OCI achieved an 18% total shareholder return (TSR) during the period, extending the long run of performance delivered by the company (five-year TSR CAGR of 24%).The same macro uncertainty may also be creating opportunities. OCI’s investment manager Oakley has been busy deploying cash into new investments.
There appears to have been a particular focus on building the portfolio’s exposure to the business services sector. This note seeks to provide a deeper dive into OCI’s investments in this area.
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