| Valuation method | Value, £ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 228.06 | -57 |
| Intrinsic value (DCF) | 193.49 | -64 |
| Graham-Dodd Method | 7.04 | -99 |
| Graham Formula | n/a |
Oakley Capital Investments Limited (OCI.L) is a leading private equity and venture capital firm specializing in investments across early, growth, and late-stage companies in Western Europe, with a strong focus on the UK. Founded in 2007 and headquartered in Bermuda with offices in London and Munich, OCI adopts a sector-agnostic approach but prioritizes technology, media, telecommunications, education, business services, and niche consumer brands. The firm targets investments ranging from £5 million to £100 million, typically acquiring controlling equity stakes in unlisted companies with enterprise values between €20 million and €300 million. OCI’s strategy emphasizes long-term value creation through buyouts, refinancings, and growth capital, often partnering with family-owned or founder-led businesses. With a diversified portfolio and a disciplined investment horizon of around five years, OCI leverages its deep industry expertise to drive consolidation and operational improvements in its portfolio companies. Its presence in key European financial hubs enhances deal sourcing and value realization, making it a notable player in the mid-market private equity space.
Oakley Capital Investments offers exposure to a diversified portfolio of mid-market European private equity assets, benefiting from its sector-agnostic approach and strong deal flow in high-growth segments like technology and business services. The firm’s disciplined capital allocation and focus on controlling stakes provide downside protection and alignment with investor interests. However, its reliance on unlisted investments introduces liquidity risks, and performance is subject to macroeconomic volatility in Europe. The dividend yield (~3% based on the last payout) is modest, appealing to income-focused investors, but total returns hinge on successful exits. With a low beta (0.62), OCI may appeal to those seeking reduced market correlation, though its niche focus limits broad comparability to traditional asset managers.
Oakley Capital Investments differentiates itself through its concentrated focus on Western European mid-market deals, combining local expertise with a flexible investment mandate (equity, debt, or hybrid structures). Its sector-agnostic model allows agility in capitalizing on emerging trends, while its preference for founder-led businesses fosters alignment and operational upside. Competitors often lack OCI’s dual geographic presence (UK/Germany) or its ability to execute complex buy-and-build strategies. However, OCI’s smaller scale compared to global PE giants limits its capacity for mega-deals, and its performance is tightly linked to European economic conditions. The firm’s competitive edge lies in its hands-on portfolio management and ability to identify under-the-radar opportunities, but it faces stiff competition from larger funds with deeper pockets and broader geographic diversification.