Hardman & Co Research: Oakley Capital Investments (OCI) - Capital Markets Day 2022 let the sun shine

Hardman & Co Research: Capital Markets Day 2022 let the sun shine

On a wet day in May, OCIs CM Day was a ray of sunshine, explaining how it has delivered the impressive market- and peer-beating 19% NAV CAGR growth 2017-21 (6% 1Q22), and why this growth should be sustainable going forward. At its core is an investment focus on structurally high-growth areas, combined with a unique proprietary network originating deals. Once a business has been acquired, value is added through business transformation (e.g. digitalisation), performance improvement, leadership development and buy-and-build strategies. Oakley Capitals expertise incrementally improves investee companies. Investors are buying into this sustainable, long-term model, not just the current attractive portfolio.Please click on the link below for the full report:

https://hardmanandco.com/research/corporate-research/capital-markets-day-2022-let-the-sun-shine/?dm_t=0,0,0,0,0

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