Overview
Oakley Capital Investments is a Bermudian based company listed on AIM. Oakley Capital Investments seeks to provide investors with long term capital appreciation, through its investment in Oakley Capital Private Equity L.P. and over time, through co-investment opportunities. The ticker code was OCL until 1 August 2017.
You can access the company’s website here
Fundamentals
Price
Research History
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15 Oct 2020 3 min read
QuotedData’s Growth Strategies Conference – playback
On the 14th October 2020 we hosted our Growth Strategies Conference webinar. The event showcased 4 investment trust managers investing across a range of investment themes with an overriding focus on growth. We would like to thank all our speakers and our attendees for joining us. Click below to watch the individual managers’ presentations – […]
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31 Jul 2020 2 min read
Interview with Steven Tredget of Oakley Capital Investments
In this week’s show, James Carthew talked to Steven Tredget of Oakley Capital Investments about the trust, it is managed and the wide (double) discount that it trades on. Watch it again here If you were looking for James Carthew’s roundup of the week’s news, this is now in the news section (seemed more logical!) […]
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07 Apr 2020 7 min read
QuotedData’s Economic Roundup – April 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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07 Feb 2020 9 min read
QuotedData’s Investment Companies Roundup – February 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide New research Here is a list of research we published over January: An annual overview note on Shires Income (SHRS) “Shires Income (SHRS) will […]
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24 Jan 2020 28 min read
QuotedData’s Investment Companies Annual Review – 2019
In this issue The sector at the end of 2019 Performance data Performance by sector and fund Money in and out of the sector Money in and out of existing funds Money coming into existing funds Money going out of existing funds Liquidations, de-listings and trading cancellations Significant rating changes Major news stories Outlook for […]
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07 Oct 2019 7 min read
QuotedData’s investment companies roundup – October 2019
Investment Companies Roundup Kindly sponsored by Baillie Gifford New research Over September, we published notes on India Capital Growth, Jupiter Emerging & Frontier, International Biotechnology Trust, JPMorgan Russian Securities, Civitas Social Housing, Montanaro European Smaller Companies and JLEN Environmental Assets. We also launched a monthly real estate roundup, beginning with reviews of August and September. In […]
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8 min read
QuotedData’s economic roundup – October 2019
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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07 Jun 2019 4 min read
QuotedData’s investment companies roundup – June 2019
Investment Companies Roundup New research Over May, we published notes on Shires Income, Standard Life Private Equity and The North American Income Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – it was notable that risk appetite was down in May as renewed […]
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16 Oct 2018 2 min read
Quarterly Investment Companies Roundup – Third Quarter 2018
Quarterly Investment Companies Roundup – Third Quarter 2018 Global equities delivered positive returns over the third quarter of 2018. This was principally because of strength in the US market. Political uncertainty and concerns about global trade held back other regions. Generally, government bond yields rose over the quarter. The UK equity market fell as the Bank of […]
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14 Sep 2018 1 min read
QuotedData’s investment companies roundup – September 2018
QuotedData’s investment companies roundup – September 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in August GRIT Real Estate Income floated on the UK Stock Exchange in […]
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18 Jul 2018 2 min read
Quarterly Investment Companies Roundup – Second Quarter 2018
QUARTERLY INVESTMENT COMPANIES ROUNDUP – SECOND QUARTER 2018 Global equities markets rose in the second quarter of 2018, Markets were volatile, as positive economic data and encouraging company performances played off against geopolitical concerns. Yields from bond markets rose early in the quarter but fell back as investors turned to ‘safer’ investments. The threat of […]
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11 Jun 2018 2 min read
QuotedData’s investment companies roundup – June 2018
QuotedData’s investment companies roundup – June 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2018. Kindly sponsored by Baillie Gifford. The premium of biotech company, Syncona, rose on positive news on two of its […]
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25 Apr 2018 2 min read
Quarterly investment companies roundup – First quarter 2018
Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]
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11 Dec 2017 2 min read
QuotedData investment companies roundup – December 2017
QuotedData investment companies roundup – December 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2017. Kindly sponsored by Baillie Gifford. December Investment Companies Roundup Money raised and returned in November There were no […]
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19 Oct 2017 2 min read
Quarterly investment companies roundup – Third quarter 2017
Quarterly investment companies roundup – Third quarter 2017 – Markets moved up a little over the course of the three months ended 30 September 2017. Regionally, emerging markets did well. The pound strengthened a bit relative to the US dollar but was flat against the euro. The oil price rose by more than 20%. In […]
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12 Oct 2017 2 min read
QuotedData’s economic round up – October 2017
QuotedData’s economic round up – October 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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03 Aug 2017 2 min read
QuotedData investment companies roundup – August 2017
QuotedData investment companies roundup – August 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of July 2017. Kindly sponsored by Baillie Gifford. August Investment Companies Roundup Monthly NAV/Price moves: A couple of themes stand out […]
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14 Jun 2017 2 min read
QuotedData investment companies roundup – June 2017
QuotedData investment companies roundup – June 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2017. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup Japan was one of the best places to be […]
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14 Feb 2017 1 min read
QuotedData investment companies roundup – February 2017
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2017. Kindly sponsored by Baillie Gifford. February Investment Companies Roundup
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07 Dec 2016 1 min read
QuotedData investment companies roundup – December 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2016. december-investment-companies-roundup
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27 Oct 2016 1 min read
Quarterly investment companies roundup – Third quarter 2016
Q3 saw the market adapt to life post the UK’s EU referendum. Sterling continued to fall but most stock markets stabilised and discounts narrowed across most sectors. While the US election is dominating headlines, it does not seem to be having much impact on markets so far. q3-quarterly-roundup
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13 Oct 2016 1 min read
QuotedData investment companies roundup – October 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2016. october-investment-companies-roundup
News
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26 Jan 2021 2 min read
Oakley Capital makes Idealista purchase
Oakley Capital makes Idealista purchase – Oakley Capital says its Oakley Capital Fund IV has agreed to make a minority investment in idealista, a leading online real estate classifieds platform in southern Europe (Spain, Italy, and Portugal). Fund IV will invest €175m alongside the management team of idealista and EQT, who will remain the majority shareholders […]
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07 Jan 2021 2 min read
Oakley Capital’s Daisy Group sells Digital Wholesale Solutions
Oakley Capital’s Daisy Group sells Digital Wholesale Solutions – Oakley Capital Investments says its Oakley Capital Fund II portfolio company, Daisy Group, has reached an agreement to sell its stake in its Digital Wholesale Solutions division. The transaction is subject to regulatory approval. The trust’s share of proceeds will be about £22m, which represents about a […]
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22 Oct 2020 1 min read
QuotedData’s morning briefing 22 October 2020
In QuotedData’s morning briefing 22 October 2020: BMO Real Estate Investments has reported a 1.9% fall in NAV (from 96.6p to 94.8p) for the quarter ended 30 September and a negative 1.3% NAV total return. As expected, it is having problems collecting rent from retail tenants, which account for 25.9% of the portfolio (with retail warehouses […]
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01 Oct 2020 2 min read
Oakley buys 7NXT
Oakley buys 7NXT – Oakley Capital Investments says that Oakley Capital Origin Fund has acquired a majority stake in 7NXT GmbH, the leading online fitness and nutrition platform in the German speaking region for €42.6m. The stake was acquired from founder and CEO Markan Karajica and Crosslantic Capital. Mr Karajica will continue in his role as […]
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17 Sep 2020 1 min read
Oakley sells Casa.it
Oakley sells Casa.it – Oakley Capital has sold its stake in Casa.it. The trust’s share of the proceeds from this transaction, which is at a 50% premium to the 30 June 2020 carrying value, will be approximately £34m, an uplift of 7p to the NAV at 30 June 2020. Casa is one of the leading players […]
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06 Jul 2020 1 min read
Oakley Capital Investments makes €75m commitment to lower mid-market fund
Oakley Capital Investments (OCI), the listed investment vehicle providing access to the Oakley Funds, has announced a commitment of €75m to the Oakley Capital Origin Fund, the latest Oakley Capital fund. The Origin Fund will follow the same investment strategy as the existing Oakley Funds but will focus on private companies in the lower mid-market, with enterprise values […]
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01 May 2020 2 min read
QuotedData’s morning briefing 1 May 2020
So far, it’s been a very quiet day for news. Princess Private Equity has provided a covid-19 update. The key takeaway is that, given current uncertainty, it is cutting its dividend by half for FY2020 to €0.29 per share (FY2019: €0.58 per share). Intu has appointed David Hargrave, as “chief restructuring officer”. He will also […]
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08 Apr 2020 2 min read
QuotedData’s morning briefing 8 April 2020
Greencoat UK Wind (UKW) said that to-date, there has been no material impact on the company’s day-to-day operations or performance. Aberdeen Standard Asia Focus (AAS) released interim results to 31 January 2020 ( Total return performance in NAV and share price terms was (8.3%) and (6.2%), compared to the MSCI Asia (ex-Japan) smaller companies index […]
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25 Mar 2020 3 min read
Oakley Capital Update
Private equity company, Oakley Capital Investments (OCI), provided the following update: “OCI has increasingly focused on investing in companies that provide software solutions and digital infrastructure services and that utilise online delivery platforms. These types of business models are potentially less susceptible to disruptions caused by the pandemic compared with the broader economy. Nonetheless, the […]
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12 Mar 2020 2 min read
Fantastic year for Oakley shareholders
2019 was a fantastic year for Oakley shareholders – a 25% return on NAV translated into a 56% return to shareholders as the discount narrowed significantly. The underlying portfolio companies generated EBITDA growth of 30% and the earnings growth helped push valuations higher. Two exits were made – WebPros was the major driver – we […]
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04 Mar 2020 2 min read
Oakley Capital acquires British luxury baggage company Globe-Trotter
Oakley Capital (OCI) announced that Oakley Capital Private Equity III (fund III) has agreed a deal to acquire a majority stake in Globe-Trotter Group (Globe Trotter), a British luxury baggage brand, from the entrepreneur Toshiyasu Takubo. OCI says that Toshiyasu, who has developed the brand significantly in the Japanese market, will retain a minority stake in the company. OCI’s […]
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24 Feb 2020 2 min read
Oakley Capital Investments announces sale of Luxembourg-based online classifieds and mortgage broking business
Oakley Capital Investments (OCI) has announced that Oakley Capital Private Equity III (Fund III) has reached an agreement to sell a majority stake in atHome Group (atHome), a leading online classifieds and mortgage broking business in Luxembourg, to Mayfair Equity Partners (Mayfair), a UK based buyout and growth capital investor. Following the transaction, Fund III will retain a minority […]
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16 Dec 2019 2 min read
QuotedData’s other news 16 December 2019
In QuotedData’s other news 16 December 2019 – Gresham House Energy Storage (GRID) acquired two operational battery storage facilities totalling 50MW from VLC Energy, a joint venture between Low Carbon and VPI Immingham a subsidiary of Vitol Group, for £29.2 million. The facilities comprise a 40MW facility at Glassenbury, Kent, and a 10MW facility at […]
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12 Dec 2019 1 min read
Oakley Capital sells WebPros to CVC
Oakley Capital sells WebPros to CVC – Oakley Capital Investments has agreed the sale of WebPros to CVC Fund VII. Oakley’s share of proceeds is approximately GBP110 million – a 92% premium to the 30 June 2019 interim carrying value. The sale results in an uplift of 26 pence per share in the NAV, an […]
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29 Aug 2019 1 min read
Oakley takes stake in Alessi
Oakley takes stake in Alessi – Oakley Capital Investments Limited says that Oakley Capital Private Equity III has completed an investment in Alessi S.p.A, the Italian high-end design business focussed on homeware products. They describe Alessi as an iconic homeware brand – “with 100 years of heritage; working with some of the world’s leading architects and […]
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23 Aug 2019 2 min read
QuotedData’s other news 23 August 2019
In QuotedData’s other news 23 August 2019: Africa Opportunity shrinks board – Chris Agar, Dr. Vikram Mansharamani, and Mr. Peter Mombaur resign as directors with effect from 22 August 2019 so that the trust can save money. We have a raft of half-year reports: BMO Private Equity made 2.4% in NAV terms and 13.7% in share […]
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15 Aug 2019 2 min read
Oakley Capital to buy German consumer tech company
Oakley Capital to buy German consumer tech company – The UK and Europe focused private equity investment company, Oakley Capital Investments (OCI), has announced that Oakley Capital is acquiring a majority stake in Seven Miles GmbH (Seven Miles), partnering with its founders, Tom Schröder and Valentin Schütt. OCI will make an indirect contribution of around […]
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24 Jul 2019 1 min read
QuotedData’s other news 24 July 2019
In QuotedData’s other news 24 July 2019: SME Credit Realisation Fund (SCRF) reported annual results to 31 March 2019, with NAV down 0.78%. The company provides exposure to credit assets in the following ways: 1.) directly through a platform operated by Funding Circle and indirectly, in each case as detailed in the company’s original investment policy. SCRF […]
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1 min read
Oakley Capital invests £53m and receives £57m over H1
Oakley Capital invests £53m and receives £57m over H1 – The private equity sector company, Oakley Capital (OCI), has provided some high-level figures from its first half results to June 30 2019. OCI estimated its NAV at June-end to be in the range of £644m – £651m, which would equate to an NAV per share […]
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18 Jul 2019 1 min read
QuotedData’s other news 18 July 2019
In QuotedData’s other news 18 July 2019: The global growth fund, Brunner Investment Trust (BUT), reported half-year results to 31 May 2019 with NAV (with debt at fair value) up 2.9% on a total return basis. The company’s portfolio delivered a return of 4.1% between December 2018 and May 2019 – the main driver of performance […]
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3 min read
Oakley Capital to apply for specialist LSE listing
Oakley Capital to apply for specialist LSE listing – The UK-focused private equity investment company, Oakley Capital (OCI), has announced its intention to apply for admission of its ordinary shares to the specialist fund segment (SFS) of the London stock exchange’s (LSE) main market; OCI has given notice of the intended cancellation of trading of […]
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14 May 2019 2 min read
Oakley buys Videotel and Seagull
Oakley buys Videotel and Seagull – Oakley Capital Investments says that its Fund IV has partnered with the management teams of SG MidCo AS (“Seagull”), and Videotel Marine Asia Limited and Super Dragon Limited (collectively “Videotel”), to acquire majority stakes in the businesses from their current shareholders Herkules Private Equity Fund IV and KVH Industries. Over […]
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01 May 2019 2 min read
Oakley invests in Spanish online insurance firm
Oakley invests in Spanish online insurance firm – Oakley Capital Investments says its Fund III has agreed to form a joint venture with Admiral Group and Mapfre S.A. to combine Rastreator Comparador Correduría de Seguros S.L. (“Rastreator”) with Asesor Seguros Online S.L. and Asesor Consumer Services S.L. (together “Acierto.com”), two of Spain’s digital brokers for insurance […]
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25 Mar 2019 2 min read
Oakley Capital to buy Spanish business software firm Ekon
Oakley Capital to buy Spanish business software firm Ekon – Following on from reporting a strong set of results for FY18, on the back of several successful exits (https://quoteddata.com/2019/03/oakley-capital-2018-profits-beat-wider-market-strong-exits/), the private equity trust Oakley Capital (OCI) has announced the acquisition of Spain-based Ekon, a leading provider of business software. The business is being bought from […]
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14 Mar 2019 2 min read
Oakley Capital 2018 profits beat wider market on strong exits
Oakley Capital Investments Limited has announced full-year results for the year to December 31, 2018. NAV increased by 16% to £2.81 over the period, which the company largely attributed to several successful exits. The current portfolio of 11 private companies grew average earnings at 39% and realisations returned £115 million, at a combined premium of […]
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21 Aug 2018 2 min read
Oakley Capital investing in cPanel
Oakley Capital investing in cPanel – Oakley Capital Investments Limited will invest in cPanel via the Oakley Funds. WebPros BV, the holding company that owns Plesk and Solus VM, and which Oakley Capital Private Equity III first invested in in April 2017 (when WebPros bought Plesk), is acquiring a majority stake in cPanel from its founder J. Nick […]
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16 Mar 2018 2 min read
Tenth Anniversary of Oakley Capital Investments in 2017
Tenth Anniversary of Oakley Capital Investments in 2017 – Oakley Capital Investments (OCI) has announced its annual results for the year ended 31 December 2017. The company was launched in August 2007 and has completed its first decade of trading. Oakley Capital Investments is a Bermudian based company listed in London on the AIM market. The company seeks to provide […]
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22 Feb 2018 3 min read
Oakley Capital sells Parship and Verivox
Oakley Capital sells Parship and Verivox – Oakley Capital Investments says that Oakley Capital Private Equity II has reached an agreement to sell its 38.5% stake in PARSHIP ELITE Group and 9.9% stake in Verivox to NuCom Group, ProSiebenSat.1’s Commerce unit. The agreement is subject to approval by the responsible antitrust authorities. Oakley Capital Investments will […]
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06 Nov 2017 2 min read
Oakley buys Career Partner
Oakley buys Career Partner – Oakley Capital Investments Limited has agreed to acquire, through its Oakley Capital Private Equity III fund (“Fund III”), Apollo Global Germany GmbH (“Career Partner Group”), from its current shareholder Apollo Education Group Inc. Fund III, together with a number of underlying Fund III investors, will hold a 79% stake in the […]
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05 Sep 2017 1 min read
Investment Trust Insider on Northern Investors
This year’s summer lull is a bit busier than usual with Warehouse Real Estate Investment Trust (Reit) publishing a prospectus and running around trying to raise £80 million to £150 million to buy a portfolio of multi-let urban warehouse estates. I have been occupied on a new guide for investors interested in listed private equity […]
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31 Jul 2017 2 min read
Oakley Capital Investments Inspired wins backing from TA Associates
Oakley Capital Investments Inspired wins backing from TA Associates – Inspired, a leading group of premium schools in Europe, Africa, Latin America and Australia and a portfolio company of Oakley Funds, has received a significant strategic growth investment from TA Associates, a leading global growth private equity firm, comprising both primary and secondary investment. OCL […]
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26 May 2017 1 min read
Oakley Capital Investments announces completion of TechInsights acquisition
Oakley Capital Investments (OCIL) has announced that Oakley Capital Private Equity III (Fund III) has now completed the acquisition of a majority stake in TechInsights, which it describes as a global leader in the intellectual property and technology services market. Fund III has invested US$49.7 million in the business. OCIL’s indirect contribution through its interest […]
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16 May 2017 2 min read
Oakley Capital buys Schuelerhilfe
Oakley Capital Investments says that Oakley Capital Private Equity III (“Fund III”) has agreed to acquire the business and operations of ZGS Verwaltungs GmbH (“Schuelerhilfe”), from its current majority shareholders Deutsche Beteiligungs AG (DBAG) and DBAG Fund V, a fund managed by DBAG. Schuelerhilfe is the leading provider of after school tutoring to primary and secondary […]
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15 May 2017 2 min read
Epiris sells TechInsights to Oakley Capital
Epiris has announced that its portfolio company AXIO Group has agreed the sale of TechInsights, a leading intellectual property and technology services provider, to Oakley Capital. The sale, which is expected to complete in the next two weeks, is the seventh and final major realisation from AXIO’s portfolio and will conclude what has been an […]
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02 May 2017 2 min read
Oakley Capital buys Plesk
Oakley Capital Investments says that Oakley Capital Private Equity III has completed a deal to acquire the assets and operations of Plesk, at an enterprise value of $105 million, as a carve out from the Parallels Group. Fund III has invested $27.4 million for a 51% controlling stake in the business. The company’s indirect contribution […]
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05 Apr 2017 3 min read
Oakley Capital starts paying dividends
In its latest results statement, the chairman of Oakley Capital says the fund performed well in 2016. There has been a 30% increase (on a like-for-like basis) in the fair values of the portfolio companies held by the Oakley Funds, reflecting strong underlying growth. This, together with the favourable impact of weaker Sterling, has resulted […]
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24 Jan 2017 1 min read
Oakley Capital Investments Limited proposes treasury share placing
Oakley Capital Investments Limited (OCIL) has announced a placing of up to 17 million treasury shares in the Company. The placing will be priced at 157 pence per treasury share and will be conducted by means of an accelerated bookbuild to institutional investors. OCIL says that the final number of treasury shares and the price […]
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20 Dec 2016 2 min read
Oakley Capital Investments announces investment in Casa.it and atHome.lu
Oakley Capital Investments Limited has announced that it has been informed that Oakley Capital Private Equity III (Fund III) has agreed to acquire a portfolio of European real estate websites including Casa.it in Italy and atHome.lu in Luxembourg. Oakley is backing the existing management team to acquire the business in a carve-out from its parent […]
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16 Dec 2016 1 min read
Oakley Capital Investments announces maiden dividend of 4.5p
Oakley Capital Investments has announced that it is declaring its maiden dividend of 4.5p per share in respect of the 2016 financial year. The dividend will be paid on 30 January 2017 to shareholders registered on 30 December 2016. Thereafter, its Board says that it will adopt a dividend policy which takes into account the […]
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07 Dec 2016 2 min read
Oakley Capital Investments to realise stake in Host Europe Group
Oakley Capital Investments Limited has announced that it has been informed that Cinven has reached an agreement to sell Host Europe Group, the largest privately owned hosting provider in Europe, to GoDaddy Inc, which it says is the world’s largest cloud platform dedicated to small independent ventures. Oakley Capital Private Equity II took a minority […]
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11 Nov 2016 1 min read
Oakley Capital Investments increases its commitment to Fund III to €325m
Oakley Capital Investments Limited has announced that it has increased its commitment to Oakley Capital Private Equity III (Fund III), the successor fund to Oakley Capital Private Equity II (Fund II) by €75 million, taking its total commitment to Fund III to €325 million. Oakley Capital Investments Limited originally announced its commitment to Fund III […]
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19 Sep 2016 2 min read
Oakley Capital Investments benefits from fund performance and sterling weakness post Brexit
Oakley Capital Investments Limited (OCL) has announced its interim results for the six months ended 30 June 2016. During the period, the company’s NAV increased by 7.5% to £2.15 per share. The company says that 15p uplift in NAV per share is attributable to the strong performance of the underlying Funds and favourable exchange rate […]
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13 Sep 2016 2 min read
Oakley’s Inspired makes three further school acquisitions
Oakley Capital Investments Limited (OCIL) has announced that it has been informed that Inspired, which it describes as a ‘premium schools organisation in Europe, Australia, Africa and Latin America’, has completed the acquisitions of the International School of Europe Group (ISE), St Louis School (St. Louis) and St John’s International School (St. John’s). Oakley Capital […]
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05 Sep 2016 1 min read
Oakley Capital Investments sees 9.4p uplift in NAV per share from partial sale of PARSHIP ELITE
Oakley Capital Investments (OCIL) has announced that Oakley Capital Private Equity II2 (Fund II) has sold a controlling stake in PARSHIP ELITE Group, a leading online dating service in the German-speaking world, to ProSiebenSat.1 Media SE. The transaction reportedly values the business at €300m and OCIL says that this represents a return of 3.6x MM […]
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10 Jun 2016 2 min read
Oakley to benefit from Time Out float
Oakley Capital Investments Limited has announced the successful completion of the Initial Public Offering of Time Out Group plc raising GBP90 million (gross). Oakley Capital Private Equity LP invested in Time Out to support the transformation from traditional print based media such as magazines and guidebooks to digital and mobile platforms. Since OCPE’s initial investment, Time […]
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14 Apr 2016 3 min read
Oakley Capital NAV increase offset by short-term impact of fund raising
Oakley Capital Investments Limited (OCL) has announced its annual results for the year ended 31 December 2015. During the second half of the year, the company’s NAV per share increased by 9.9% to £2.00 (30 June 2015: £1.82) but the company says that this fair value increase was countered by the expected short-term dilutive impact […]
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29 Jan 2016 3 min read
Oakley Capital Investments posts NAV growth of approximately 9% during H2 2015
Oakley Capital Investments has provided a trading update for the 12 months ended 31 December 2015. The company says that its NAV per share (unaudited) is expected to be in the range of £1.98 – £2.00, which represents an increase of approximately 9% on the end of June 2015 figure. Oakley Capital Investments invests alongside […]
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20 Jul 2015 1 min read
Investment trusts see largest ever new issue
QuotedData reports that the investment trust sector expanded by about GBP2.4 billion over the second quarter of 2015, taking in close to GBP2.9 billion and handing back just over GBP450 million. The firm comments that many of the funds raising money are not designed to throw off high levels of income, suggesting that investors are […]
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29 Jun 2015 1 min read
Oakley Capital sells Verivox
Oakley Capital has announced that it has sold most of its German on-line price comparison business, Verivox, to ProSiebenSat.1 for €200m making a 15x return on its original investment or an IRR of 73%. Verivox was held within its first fund, Fund I. Under the terms of the deal, Fund I could earn a further €50m […]
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22 Apr 2015 1 min read
Busy year for Oakley Capital
Oakley Capital has published results for the year ended 31 December 2014 that show the net asset value has barely moved – up from 200p to 201p. Oakley Capital invests through two limited partnerships – Oakley Capital Private Equity and Oakley Capital Private Equity II. The first fund is now fully invested and is returning capital to […]
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17 Dec 2014 1 min read
Oakley Capital sells intergenia
Oakley Capital has announced the sale of intergenia GmbH for an enterprise value of €210m. The deal crystallises a 2.5x gain, a 36% IRR, for the Oakley funds that backed the original deal, including Oakley Capital Investments Limited. The fund’s share of the proceeds is €21m. They say intergenia is headquartered in Cologne and is a […]
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24 Sep 2014 1 min read
Oakley Capital buys majority stake in Facile.it
OCL : Oakley Capital buys majority stake in Facile.it Oakley Capital, through OCPE II Master LP, is investing €27m into the acquisition of a majority stake in Facile.it, Italy’s largest car insurance broker and online price comparison website. Oakley is excited by the prospects for the business – just 10% of car insurance is bought […]
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02 Sep 2014 1 min read
Oakley Capital set to benefit from Daisy bid
OCL : Oakley Capital set to benefit from Daisy bid Oakley Capital Investments saw its net asset value fall to £1.91 from £2 over the first six months of 2014. They attribute most of the decline to a fall in the value of Daisy Group – a listed investment held in Oakley’s Fund I – […]
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In The Press
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06 May 2020 2 min read
Investment trust insider on private equity
Investment trust insider on private equity – James Carthew: ‘stale’ private equity trusts are just too cheap I spoke to the managers of ICG Enterprise (ICGT) last week after the publication of annual results showing the private equity trust made an 11.2% return on net assets in the year to 31 January, beating the FTSE All […]
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13 Jan 2020 2 min read
Best Bargains for 2020, Money Observer, January issue
Best Bargains for 2020, Money Observer, January issue Jennifer Hill With the mantra ‘buy low, sell high’ firmly in mind, Jennifer Hill makes a solid argument for a shift to buying value Value investing is set for a comeback in 2020, after a decade in the doldrums. While recession risk appears to have subsided, sentiment […]
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07 Nov 2018 1 min read
Investment Trust Insider on HgCapital
Investment Trust Insider on HgCapital- James Carthew: my pick of the private equity trust bunch After last week’s exhortation to invest in private equity via funds with experienced and well-resourced teams, I thought I should provide an example: HgCapital (HGT), a £735 million investment trust, that last month won promotion to the FTSE 250 index. HGT […]
