Update from QuotedData

Oakley Capital Investments Limited

02 April 2024

 

 

Oakley Capital Investments - Update from QuotedData

2^nd April 2024

Getting down to business

In spite of an uncertain macroeconomic environment, Oakley Capital Investments' (OCI) underlying portfolio continued to generate robust earnings growth in 2023 (average 14% EBITDA growth), which in turn drove 4% net asset value (NAV) growth. More importantly, OCI achieved an 18% total shareholder return during the period, extending the long run of strong share price performance delivered by the company (an average compound annual growth rate of 24% per year).

The same macroeconomic uncertainty is also creating opportunity as OCI's investment manager Oakley has been busy deploying cash into new investments at what it feels are attractive valuations.

There appears to have been a particular focus on building the portfolio's exposure to the business services sector. This note provides a deeper dive into OCI's investments in this area.

Full Research:

https://quoteddata.com/research/oakley-capital-investments-business-qd/

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NB: Marten & Co was paid to produce this note on Oakley Capital Investments Limited, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

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