RCS - Oakley Capital Inv. - Update from QuotedData

Oakley Capital InvestmentsAnnouncement

02/04/2024 16:30

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RNS Number : 0296J  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/
(https://quoteddata.com/research/oakley-capital-investments-business-qd/)

This research is also available free on our website www.quoteddata.com
(http://www.quoteddata.com) where you will also find news, performance data
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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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