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 | Investment currency | OCI residual cost (Funds)1 £m | OCI fair value £m | % of OCI NAV |
|---|---|---|---|---|---|
IU Group | Fund V | EUR | 66.2 | 101.1 | 7.9% |
K12 Investments | Fund IV | EUR/GBP | 62.9 | 72.9 | 5.7% |
Bright Stars | Fund IV | GBP | 40.4 | 68.0 | 5.3% |
ACE Education | Origin I | EUR | 13.4 | 15.3 | 1.2% |
Total | 257.3 | 20.1% |
- OCI’s residual cost represents OCI’s indirect investment through the Oakley Funds and is calculated on a look-through basis.