Oakley Capital Investments -
Update
from
QuotedData
23rd September 2024
In a class of its own
As we show
on page 15, Oakley Capital Investments (OCI) delivered solid net
asset value (NAV) growth over the first half of 2024, a period that
also saw significant investment activity.
OCI invests
in funds managed by Oakley Capital (a list of these is in Figure 8
on page 11), which in turn invest in unquoted, profitable,
pan-European businesses with recurring revenues, and across four
core sectors: technology, education, consumer, and business
services.
This note
focuses on education, a sector in which Oakley has developed a
strong track record as one of the continent's most experienced and
largest investors. Leveraging the knowledge gained from its
investment in Inspired Education in 2013, OCI has established
a portfolio of six companies in the education sector.
These address the educational needs of a complete range of age
groups across many geographies.
The
substantial profits that OCI has already realised from investments
in Europe's largest online universities and what is now the world's
third-largest private schools group point to the considerable
potential for further NAV accretion.
Full Research:
https://quoteddata.com/research/oakley-capital-investments-in-a-class-of-its-own-qd/
This
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NB: Marten
& Co was paid to produce this note on Oakley Capital
Investments Limited, and it is for information purposes only. It is
not intended to encourage the reader to deal in the security or
securities mentioned in this report. Please read the important
information at the back of this note. QuotedData is a trading name
of Marten & Co Limited which is authorised and regulated by the
Financial Conduct Authority. Marten & Co is not permitted to
provide investment advice to individual investors categorised as
Retail Clients under the rules of the Financial Conduct
Authority.
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