QuotedData Retail - Oakley Capital Investments (OCI) Oakley Capital Investments – The best-performing UK-listed private equity fund

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QuotedData Retail

James Carthew ...

Matthew Read

Oakley Capital Investments – 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 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.

04/04/2023 1 EN

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Oakley Capital Investments

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BMG670131058 Bermuda

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QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

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Analysts

James Carthew

Matthew Read

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Oakley Capital Investments – The best-performing UK-listed private equity fund

Oakley Capital Investments – Getting down to business

Oakley Capital Investments Limited: 2 directors

Oakley Capital Investments

Bluefield Solar Income Fund – Fundamentals shine despite discount

HydrogenOne Capital Growth – Momentum building despite discount

abrdn Private Equity Opportunities – On the way to greener pastures?

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