Strategic report / Sector review: Education
First-class opportunities
Education is a core sector, with four investments taking us forward with confidence, ranging from online tertiary education and after-school tutoring to professional learning.
Strategic report / Sector review: Education
Education overview
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 | Fund | OCI residual cost (Funds)1 £m | OCI fair value £m | % of OCI NAV |
|---|---|---|---|---|
IU Group | Fund V | 63.8 | 98.5 | 8.0% |
K12 Investments | Fund IV | 55.2 | 62.4 | 5.1% |
Bright Stars | Fund IV | 38.9 | 57.1 | 4.7% |
ACE Education | Origin I | 11.7 | 15.6 | 1.3% |
Total | 233.6 | 19.1% |
1. OCI’s residual cost represents OCI’s indirect investment through the Oakley Funds and is calculated on a look-through basis.