Partner Steven Tredget explains how the private equity firm’s hands-on investing approach has continued to deliver strong returns in tough markets
When set against a difficult year for public equity markets, Oakley Capital Investments’ (OCI) returns this year look all the more impressive. OCI is a specialist fund segment listed investment trust. It provides listed, liquid access to private equity manager Oakley Capital’s portfolio of high-growth, mid-market assets in the technology, consumer, and education sectors. As the firm’s partner Steven Tredget explains, that’s thanks to a hands-on approach working alongside the entrepreneurial companies it invests in, and a unique model for deal origination that helps it find high potential investment opportunities at the right price.
While shares in the investment company – which have delivered a total return of 142% in the last five years - can be bought easily – “democratising private equity” as Mr Tredget puts it - myths surrounding the private equity sector’s practices mean some investors may be missing out on the sector’s many advantages, not least a growing tendency for fast growing companies to choose to remain privately owned.
Oakley Capital Investments: “Democratising Private Equity”
Nov 11, 2022Disclaimer & Declaration of Interest
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