Strategic report / Why invest in OCI?
Available to everyone
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, making 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 – c.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. As an investor in the Oakley Funds, OCI benefits from this performance.
Strategic report / Why invest in OCI?
Sector-focused growth
Returns are primarily driven by profit growth in a diversified portfolio of fast-growing private businesses across four core Oakley sectors: Technology, Education, Consumer and Business Services.
The companies Oakley backs tend to be founder-led businesses, are often market leaders or have the potential to become so, deliver tech-enabled services and can generate highly predictable, recurring revenues. Many of the companies across Oakley’s core sectors invest behind long-term market trends such as the growing adoption of digital solutions by businesses and consumers, increasing regulation and outsourcing by businesses, as well as rising demand for quality, accessible education.