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Oakley Capital Investments Limited

Overview

Oakley Capital Investments Limited, an AIM listed company, seeks to provide investors with long term capital appreciation, through its investment in the Oakley Capital Private Equity funds and through co-investment opportunities.

OCI is invested in the Oakley Capital Funds, which are Europe-focused private equity funds that aim to build portfolios of high-growth, medium-sized companies, primarily in the Technology Media & Telecoms, 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: AIM
  • Investment focus: Western Europe
  • Deal focus: BO/GC
  • Market cap: £356 (31 December 2018)

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

Annual Results for the Year Ended 31 December 2018

Caroline Foulger, Chair, Oakley Capital Investments Limited

"Impressive portfolio company growth and successful realisations resulted in another excellent year for OCI, with a total NAV return of 16%, well ahead of the wider market. The current high-quality portfolio of 11 private companies grew average earnings at 39% and realisations returned £115 million, at a combined premium of 36% to the holding value."

Peter Dubens, Managing Partner, Oakley Capital Limited

"Oakley Capital took advantage of a strong exit environment in 2018, with four disposals made in the year. The most important ingredient in the success of these investments was the management we backed. 90% of the entrepreneurs we start an investment with are still in place when we exit; this compares to an industry average of 50%. We also go on to back these talented operators time and again, which is why, as we grow, our network grows, and as a result our pipeline of opportunities has never looked more attractive."

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