Oakley Capital Investments (OCI · LSE)
Backing Europe's Private Winners
Run by one of Europe’s most renowned private equity investors, Oakley Capital Investments offers London-listed access to a portfolio of fast-growing, founder-led European businesses across technology, consumer, education and business services.
Bull case for Oakley Capital Investments
A Listed Way Into Europe’s Private Growth Companies
Companies you cannot buy anywhere else, growing earnings organically and through acquisition, sourced through a unique network of founders.
Strong Track Record of Creating Value
Oakley buys established private businesses and enables them to grow, compounding net asset value at c.14% a year since 2015.
Shares at a Discount to Portfolio Value
Assets keep selling above carrying value while the shares trade below it.
Bear case for Oakley Capital Investments
Currency Swings Can Flatter or Dent Returns
Sterling share price, but majority euro and dollar assets; exchange rates impact the numbers.
The Discount May Not Close
Sector-wide discounts have persisted for years and may not narrow soon.
Concentration and the AI Question
A focused book of holdings carries concentration and AI may impact tech positions.