Last checked at 
2 Apr 2024 16:17
Oakley Capital Investments - Update from QuotedData
2nd 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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