OCI Spring Newsletter 2023

Oakley Capital
06.04.23
1 min read

Welcome to our Spring newsletter, designed to keep you up to date with all the news and views from OCI, its Investment Adviser Oakley Capital and the portfolio of tech-enabled businesses.

In this edition:vLex combines with Fastcase to create the world’s largest cloud-based law library; building a powerhouse in SME web-hosting: we lift the lid on Contabo’s incredible growth story; plus - "a PE trust built to perform in tough times" Investors Chronicle features OCI.

Subscribe to our newsletters by emailing oci-investorrelations@oakleycapital.com and you can follow us on LinkedIn.

Next news: 26 April 2023 - Q1 23 NAV Update

NAV per share

662p

As at 31 December 2022

12-month total NAV return

+24%

As at 31 December 2022

5-year CAGR

+23%

As at 31 December 2022

Capital Markets Day

OCI will hold its Capital Markets Day on Wednesday 10 May between 14:00 and 16:30 BST. Should you wish to attend virtually, please contact oci-investorrelations@oakleycapital.com.

Oakley Capital Highlights

vLex combines with Fastcase

The business combination creates the world’s largest cloud-based legal library and largest law firm subscriber base, with c.45% of revenues coming from the U.S.

The Precedent Map 2

Building a powerhouse in webhosting

In 2019, Contabo was a small, regional business. Fast forward four years and today it is a leader in the SME cloud market. We lift the lid on the company’s incredible growth story and ambitious plans for the future.

Investors Chronicle features OCI

"Oakley has an impressive track record when it comes to investments, making OCI a top performer in the listed UK private equity fund space"

ESG Forum

From carbon mitigation and EDI to governance and cybersecurity, sustainability practitioners from across our management teams joined us for our second ESG forum to network and share key learnings.

Investment facts: buy-and-build

Over the last six months, Oakley Capital helped its portfolio companies make 20+ bolt-on acquisitions, bringing the total to 130+ since inception.

Out and about with Oakley Capital

The Oakley team clocked up an impressive 15,000 kilometres in March by running, cycling and walking across time zones to raise thousands of pounds for War Child, a charity dedicated to helping children in conflict zones.

Miles In March

Kilometres in March challenge

Oakley celebrates International Women’s Day

Colleagues from across Oakley came together to share their thoughts on this year’s campaign focus #EmbraceEquity and the importance of creating a culture of belonging.

‘Making the private public’

At Invest Europe’s Investor Forum in Geneva, Oakley Partner Steven Tredget took part in a panel discussion on how to make the private equity asset class more accessible to smaller investors, including through listed Private Equity trusts.

Quote Steven Tredget

There’s no minimum investment, there’s daily liquidity, and so private investors get the same access to the underlying investments as blue-chip institutional investors, but arguably on better terms.

Steven Tredget

Partner — Oakley Capital

What the Oakley team are reading

Fabian Ernst, Investment Associate

The Billion Dollar Whale by Tom Wright & Bradley Hope

Gamal Nur, Fund Accountant

The Psychology of Money by Morgan Housel

Inna Lozinskaya, Corporate Engagement Co-Ordinator

Life Ceremony by Sayaka Murata

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