OCI's 94% Return: A Decade of Private Equity Success

Five years ago, investing in Oakley Capital Investments (LON:OCI) seemed like a risky bet. Private equity was still an emerging asset class, poorly understood, and often mistrusted by retail investors. However, those who took the plunge are now reaping the rewards, with a staggering 94% return on their investment. So, what contributed to OCI's remarkable performance, and what can we learn from their success?



Firstly, OCI's consistent NAV growth has been a significant driver of their success. With a five-year CAGR return of 18%, OCI has delivered positive performance even against a backdrop of weak global economic growth and macro and geopolitical uncertainty. This consistent performance is a testament to OCI's active management approach, which focuses on adding value to their portfolio companies.

OCI's diversified portfolio has also played a crucial role in their success. By investing across four strategies – Venture capital, Growth tech, Small-mid, and Mid Buyout – OCI has mitigated risk and provided exposure to various growth opportunities. This diversification has enabled OCI to deliver strong, sustained earnings growth, benefiting from accelerating long-term trends such as the increasing adoption of digital solutions and growing demand for quality, accessible education.

OCI's partnership with Oakley Capital has been instrumental in their performance. Oakley's entrepreneurial culture and focus on proprietary origination have enabled OCI to repeatedly source and execute attractive deals, with over 75% of deals secured uncontested. This has laid the foundations for future growth and value creation across the portfolio. Additionally, OCI's retail shareholder base has increased from below 1% in 2014 to over 15% today, demonstrating their commitment to democratizing access to private equity.

In conclusion, OCI's 94% return over the past five years is a testament to their consistent NAV growth, active management, diversified portfolio, and strong partnership with Oakley Capital. As private equity continues to grow in size and importance, investors can expect more opportunities for outsized returns by investing in listed private equity companies like OCI. By staying informed, conducting thorough research, and maintaining a long-term perspective, investors can capitalize on the exciting investment opportunities that private equity offers.

So, if you're looking to invest in private equity, consider Oakley Capital Investments (LON:OCI). With their proven track record, strong partnership, and commitment to democratizing access to private equity, OCI is an ideal platform for accessing tremendous investment opportunities in the private equity space.