Strategic report / Why invest in OCI?
Available to all
Historically, private equity has been walled off from retail investors – it’s right there in the name. But listed private equity means anyone can access this market. Private equity invests its funds in privately owned businesses across all sectors, from recognisable household names to companies with significant growth potential. The private equity funds' adviser helps these companies maximise their value during the shareholding period.
Buying shares in a listed private equity company provides access to the performance of the private companies they back. OCI’s partnership with Investment Adviser, Oakley Capital, has delivered sustained, strong performance over the years and has helped build credibility for the listed private equity sector. An important contribution to the democratisation and availability of this wider asset class.
Strategic report / Why invest in OCI?
Valuable partner
The success of OCI’s investment adviser, Oakley Capital (‘Oakley’), is built on proprietary origination – more than 75% of deals are secured uncontested.
Central to the ability to repeatedly source and execute attractive deals is Oakley’s entrepreneurial culture. Oakley was conceived by entrepreneurs to be the partner of choice for entrepreneurs and this spirit lies at the heart of the firm’s culture. Investing with a focus on building deep, long-standing relationships across the Oakley network over the last 20 years has laid the foundations for future growth as the firm benefits from their help in sourcing, unlocking and executing deals, and driving value creation across the portfolio.
Strategic report / Why invest in OCI?
Sector-focused growth across the cycle
Returns are primarily driven by profit growth in a diversified portfolio of fast-growing private businesses across four defined Oakley investment strategies.
Their business models are predominantly focused on tech-enabled services and resilient, recurring revenues that have delivered strong trading performance.
The Oakley Funds' portfolio has enjoyed strong, sustained earnings growth, benefitting from accelerating long-term trends such as the increasing adoption of digital solutions by businesses and consumers, and growing demand for quality, accessible education.