Oakley Capital Investments (“OCI”) provides access to the out performance of a focused portfolio of fast growing private companies. It has achieved its top tier returns through its investment in the Oakley Capital Funds. These are European-focused Private Equity Funds that aim to build portfolios of high-growth, medium-sized companies, primarily in TMT, Consumer and Education.
OCI shareholders gain access to the differentiated investment approach of Oakley Capital. Founded by a business leader in 2002, Oakley’s entrepreneurial heritage sets it apart. It attracts like-minded businesses, and builds strong partnerships with management teams, investing time and experience - as well as capital – to help them grow and succeed. Oakley partners with entrepreneurs, not just for one deal but for many and is now investing in the third or fourth company with some operators, as well as identifying new opportunities through the team’s deep expertise in specific sectors. A typical Oakley portfolio company will benefit from a strong market position, recurring contracted revenue and a diversified customer base.
In the first half of the year, the current thirteen underlying portfolio companies grew EBITDA at an average of 31%, resulting in an OCI total net asset value (NAV) return of 14% in the six months to June 2019 and 23% in the 12 months to June 2018. The OCI NAV is based on conservative company valuations. To date, investments have been sold at an average premium of 26% to the investment holding value. The Board of OCI takes a cautious approach to the management of OCI assets, ensuring the company maintains healthy cash levels and dividend cover.