Strategic report / Consumer overview

A strong platform for growth

Oakley has a long track record of investing in distinctive online and offline brands loved by consumers.

Distinctive brands loved by consumers The shift to online commerce is accelerating as consumers embrace D2C channels and engage with brands on social media. Oakley has leveraged its expertise in digitalisation and M&A to build and grow D2C channels, enabling our investments to capitalise on the value captured. 

Total % of OCI NAV

Consumer_sector_pie_animated

Oakley PE consumer sector investments

Investment

Fund

OCI residual cost

(Funds)1

£m

 OCI fair

value

£m 

% of

OCI NAV

North Sails

Direct

N/A

145.4

11.6%

Time Out

Direct

N/A

77.2

5.6%

idealista

Fund IV

31.7

70.3

5.6%

Facile

Fund V

41.8

56.8

4.5%

North Sails

Fund II

43.2

52.1

4.2%

Dexters

Fund IV

13.3

42.0

3.4%

Gymondo2

Origin I

9.2

21.8

1.7%

Iconic BrandCo

Fund III

20.5

21.4

1.7%

WindStar Medical

Fund IV

31.6

17.4

1.4%

Vice Golf

Origin I

11.1

12.0

1.0%

atHome

Fund III

0.1

8.9

0.7%

Wishcard Technologies Group3

Fund IV

0.0

6.0

0.5%

Total OCI valuation

531.3

1. OCI’s residual cost represents OCI’s indirect investment through the Oakley Funds and is calculated on a look-through basis.

2. Previously known as 7NXT.

3. Entire cost invested in Wishcard Technologies Group has been returned.

Elderly man and woman talking while looking at computer screen

Consumer portfolio ​​

Couple relaxing indoors, viewing something on a mobile phone

Facile case study ​​