Join us for a live Q&A discussion on Hardman Talks with Steven Tredget, OCI partner and Mark Thomas, Hardman & Co Head of Investment Companies research. The event will be hosted on Wednesday 8 December, at 3pm as a virtual webinar on Zoom. Questions will be invited from the audience but inter alia we will be covering areas like fees, how PE makes money, valuation, leverage, treatment of employees, impacts on unemployment as well as managing the discount.
OCI provides investors with liquid access to the attractive PE market, enhanced by Oakley’s incremental origination and management skills. Oakley Funds focus on mid-market, tech-enabled European companies that operate in the technology, consumer and education sectors. Accounting and governance appear conservative. There are risks – primarily sentiment-driven – around costs and cyclicality, as well as the liquidity and valuation of the underlying private assets. We believe buying long-term, compounding growth is the key attraction, with any further closing of the discount to NAV an added bonus. The current discount is less than one-year’s average recent NAV total return.
Oakley Capital Investments has generated market-beating returns from its concentrated, three-sector focused portfolio of private equity investments via Oakley Capital (Oakley) PE funds. Oakley has a proven model for sourcing investments, and an excellent track record of identifying resilient value opportunities and delivering superior returns.
You can send us your questions when you register or during the presentation.