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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, Consumer and Education sectors.

  • London listed: Specialist Fund Segment of the London Stock Exchange's Main Market
  • Investment focus: Western Europe
  • Deal focus: BO/GC
  • Market cap: £419m (30 June 2020)

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 2020

Caroline Foulger, Chair of Oakley Capital Investments Limited, commented:

"OCI strengthened its position in the first half, despite the challenging environment. The NAV growth achieved was driven by the resilient performance of the portfolio, the continued sale of assets at significant premiums to book value and further share buy backs. This enabled the Company to maintain its consistent performance, delivering an annualised 16% NAV return over the last five years.

 This excellent track record and robust performance, combined with the proven ability of the Oakley Capital team to manage businesses through volatile periods, leaves us confident that OCI will continue to create significant value for our shareholders going forward."

 

Peter Dubens, Managing Partner Oakley Capital Limited, commented:

"We enter the second half of the year with a carefully selected portfolio of market-leading companies and an experienced team that has demonstrated its strength in reacting swiftly and effectively to the challenges posed by the pandemic.

 The long-term nature of private equity provides us with the flexibility in the short to medium term to adapt and capitalise on the current unusual circumstances. We enter a period of considerable investment opportunity with funds at an early stage of deployment. This, together with our unique approach to sourcing off-market deals through our network of business founders, and our focus on tech-enabled services and digital platforms, will continue to drive performance."

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