[Request] Oakley Capital Investments - OCI

Currently trading at approx. 11% discount to NAV.

Please add to Stocklist

Hi @Bigbluescot :ocean:

Welcome Welcome Welcome

A few days ago this was turned from a request to a discussion which means it’ll be on the app soon.

Don’t forget to vote on your own request in future!

2 Likes

Oakley Capital Investments (“OCI”) is a Specialist Fund Segment listed investment vehicle that provides shareholders with consistent long-term returns in excess of the FTSE All-Share by providing exposure to private equity returns, where value can be created through market growth, consolidation and performance improvement.

Through its investments in the Oakley Capital Funds, OCI enables shareholders to share in the growth and performance of a portfolio of European-based companies across Technology, Consumer and Education sectors. Oakley benefits from a differentiated model of private equity investing with a primary focus on buy-out opportunities in software, tech-enabled services and digital platforms. This unique approach has created a high-quality underlying portfolio with businesses averaging 25-30% earnings growth, which in turn drives market-leading and consistent returns for shareholders, resulting in a 10-year total shareholder return of 112% versus FTSE All-Share of 72%.

Oakley brings to the Company a team of experienced investment and operational professionals who work with portfolio management teams to create value for shareholders. Following the launch of its first private fund in 2007, Oakley now has €4.0 billion of assets under management across four funds, which to date have generated a net IRR of 25%. It has demonstrated a repeated ability to source attractive growth assets at attractive prices. To do this it relies on its sector and regional expertise, its ability to tackle transaction complexity and its deal generating entrepreneur network. This network has grown through repeated partnerships with successful business founders, who themselves invest in the Oakley Funds and continue to bring opportunities to the group.

SOURCE: https://www.londonstockexchange.com/…

Anyone know when this will be available on the app?

Bump :point_up_2:

Now on 31% discount. We need this on the stock list yesterday so we can take advantage of the monster discount

1 Like

Removed from the app as considered a complex investment.
Oh god another dart thrown at a wall when blindfolded!
Another random choice.
Need to fully invest in any PE you fancy as they WILL block them all eventually.
I don’t believe they are ever going to do a questionnaire on complex investments. It would involve blocking some but not others, probably to time consuming for them to bother with.
I wonder what the point is of paying for freetrade plus?
Does anyone know if you cancel plus can you keep the investments you already have that are not in the free version??

PS I am quite fond of 5 year total returns and it’s way out in front on them.

Did you buy?

If not you will have to use different stockbroker. It won’t cost you anything to open and run a general account. No fees to run (normally) just your buying and selling fees.

On 32% discount today.

Could we have this trust available please.
Votes for it everyone.
Please

No says freetrade. It’s been removed from the app

Oops I was talking to myself!

@acamp
Are you going to bring back Oakley capital?

There are a few different stock requests threads for Oakley capital this has the highest votes, so anyone who hasn’t voted on this thread needs to vote here as well.

Very good discount at the moment. Has a similar return to HG capital but is presently on a significantly higher discount.

1 Like

Hey @Beenthere thanks for keeping on this. I’m having a couple of conversations with the team about the blockers. There’s some things we need to be comfortable with in terms of appropriateness and consumer duty disclosures.

Appreciate that you’re keen to see this and that there’s lots of demand, so we’ll see what we can do.

3 Likes

Any chance you could add a few other trusts, namely OIG, OIT and BOOK, to your to-check list please?

Load of demand, thank you Alex!

PR

@acamp

Come on camper!
When we going to see Oakley?

PS let’s have few more votes for Oakley,?
I will vote for yours If you vote for mine.

1 Like

Hi there, would be great to have an update indeed if this is possible please.

@acamp

All the best,
PR

Hi all

We’ve just chased the fund manager. They’re missing some data in the EMT file that’s required by consumer duty. We need them to add this to be able to offer the fund.

Best
Alex

Great news, thanks for the persistence.

PR