Strategic report / Education overview
First-class opportunities
Education is a core sector, with five investments taking us forward with 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 | 65.4 | 99.9 | 8.0% |
Schülerhilfe | Fund III | 29.6 | 61.7 | 4.9% |
K12 Investments2 | Fund IV | 51.5 | 58.8 | 4.7% |
Bright Stars | Fund IV | 39.8 | 47.1 | 3.8% |
ACE Education | Origin I | 11.7 | 17.6 | 1.4% |
Total | 285.1 |
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.