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Oakley Capital Investments Limited

Overview

Oakley Capital Investments Limited seeks to provide investors with long term capital appreciation, through its investments in the Oakley Capital Private Equity funds.

OCI is invested in the Oakley Capital Funds, which are European-focused private equity funds that aim to build portfolios of high-growth, medium-sized companies, primarily in the Technology Media & Telecoms (TMT), Consumer and Education sectors.

In the past, OCI has also selectively taken direct equity stakes in Oakley Capital portfolio companies and, on occasion, invested in the debt of portfolio companies.

  • London listed: Specialist Fund Segment of the London Stock Exchange's Main Market
  • Investment focus: Western Europe
  • Deal focus: BO/GC
  • Market cap: £531 (31 December 2019)

Key financials

Investment Adviser Overview

Founded in 2002, Oakley Capital (Oakley) is a Europe-focused private equity firm that has demonstrated its ability to source investments that others cannot, add value to its portfolio companies, and deliver superior returns. Oakley achieves this by using its entrepreneurial mindset; its focused sector and regional expertise; its ability to tackle transaction complexity; and its network of former business founders and entrepreneurs.

 

Market commentary

Interim Results for the six months ending 30 June 2019

Caroline Foulger, Chair Oakley Capital Investments Limited, commented:

"Continued strong portfolio company performance and exits above book value have delivered a 12-month total NAV return for OCI of 23%, well ahead of the wider market. We are pleased that the ongoing enhancement of the Company's governance, in combination with these returns, has been reflected in the share price, with a total shareholder return of 33% in the period."

 

Peter Dubens, Managing Partner Oakley Capital Limited, commented:

"It has been a positive start to the year for OCI and the Oakley Funds. The portfolio companies have grown EBITDA 31%, a partial exit was achieved at 80% above book value, and five new investments have been signed. The prospects of these high-quality companies and the attractive valuations at which they were acquired continue to demonstrate the repeatability of Oakley's unique sourcing model."

 

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