Strategic report / Education overview
First-class opportunities
Education is a core sector, with five investments taking us forward with great confidence, ranging from online tertiary education and after school tutoring to professional learning.
First-class opportunities Global demand for quality, accessible education is growing. Oakley has a strong track record as one of Europe’s most prolific private equity investors in this sector. Leveraging our experience in technology, internationalisation and M&A, we have successfully grown offline and online platforms across primary, secondary and tertiary education and professional learning.
Total % of OCI NAV
Oakley PE education sector investments
Investment | Fund | OCI residual cost (Funds)1 £m | OCI fair value £m | % of OCI NAV |
IU Group | Fund V | 66.9 | 85.2 | 7.1% |
Schülerhilfe | Fund III | 30.3 | 63.4 | 5.3% |
Bright Stars | Fund IV | 36.7 | 41.6 | 3.4% |
K12 Investments2 | Fund IV | 35.3 | 38.7 | 3.2% |
ACE Education | Origin Fund | 11.6 | 17.2 | 1.4% |
Total | 246.1 |
1. OCI’s residual cost represents OCI’s indirect investment through the Oakley Funds and is calculated on a look-through basis.
2. Please refer to Education portfolio section.