Name: How Oakley backs established, profitable companies, which mean returns are driven by EBITDA growth rather than leverage or revaluation, and through a combination of growth and value investment styles
Uploaded: 2022-11-11T09:34:11.942909+00:00
Duration: 1925 s
Channel: Vox Markets
Description: How Oakley backs established, profitable companies, which mean returns are driven by EBITDA growth rather than leverage or revaluation, and through a combination of growth and value investment styles

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/282/005282/video_NlhaTOf.mp4#t=1414

Vox Markets

How Oakley backs established, profitable companies, which mean returns are driven by EBITDA growth rather than leverage or revaluation, and through a combination of growth and value investment styles

Introduces Oakley Capital (OCI)

Challenging some of the unfair myths around private equity, and what investors who shun the sector are missing out on

How working closely with investee companies as a hand-on investor helps generate returns ahead of public market benchmarks

Describes the three sectors which the company targets for investment – digital consumer, technology, and education – and gives examples of investee companies

The advantages of investing in private equity through Oakley Capital Investments, and why investors should be investing in private equity on the basis of NAV growth rather than discount to NAV.

Partner Steven Tredget explains how the private equity firm’s hands-on investing approach has continued to deliver strong returns in tough markets

When set against a difficult year for public equity markets, Oakley Capital Investments’ (OCI) returns this year look all the more impressive. OCI is a specialist fund segment listed investment trust. It provides listed, liquid access to private equity manager Oakley Capital’s portfolio of high-growth, mid-market assets in the technology, consumer, and education sectors.  As the firm’s partner Steven Tredget explains, that’s thanks to a hands-on approach working alongside the entrepreneurial companies it invests in, and a unique model for deal origination that helps it find high potential investment opportunities at the right price.

While shares in the investment company – which have delivered a total return of 142% in the last five years - can be bought easily – “democratising private equity” as Mr Tredget puts it - myths surrounding the private equity sector’s practices mean some investors may be missing out on the sector’s many advantages, not least a growing tendency for fast growing companies to choose to remain privately owned.

Partner Steven Tredget explains how the private equity firm’s hands-on investing approach has continued to deliver strong returns in tough marketsWhen set against a difficult year for public equity markets, Oakley Capital Investments’ (OCI) returns this year look all the more impressive. OCI is a specialist fund segment listed investment trust. It provides listed, liquid access to private equity manager Oakley Capital’s portfolio of high-growth, mid-market assets in the technology, consumer, and education sectors. As the firm’s partner Steven Tredget explains, that’s thanks to a hands-on approach working alongside the entrepreneurial companies it invests in, and a unique model for deal origination that helps it find high potential investment opportunities at the right price.While shares in the investment company – which have delivered a total return of 142% in the last five years - can be bought easily – “democratising private equity” as Mr Tredget puts it - myths surrounding the private equity sector’s practices mean some investors may be missing out on the sector’s many advantages, not least a growing tendency for fast growing companies to choose to remain privately owned.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/282/005282/video_NlhaTOf.mp4