Oakley Capital Investments plc (OTCMKTS: OCIVF) is a London-based investment trust that provides investors with diversified exposure to unquoted mid-market companies across Europe and North America. Managed by Oakley Capital, a specialist private equity firm founded in 2007, the trust seeks to generate long-term capital growth by identifying businesses with strong market positions and high growth potential. Oakley Capital Investments is listed on the London Stock Exchange and is also available to US investors via its over-the-counter listing.
Since its initial public offering in 2017, Oakley Capital Investments has built a portfolio spanning a range of sectors, including financial services, fintech, software, data and analytics, healthcare, and business services. The trust typically enters transactions through primary buyouts, growth equity investments, and recapitalizations, partnering closely with management teams to implement operational improvements and strategic initiatives. By focusing on niche sub-sectors and leveraging Oakley Capital’s hands-on approach, the company aims to unlock value and support accelerated growth in its portfolio companies.
Oakley Capital Investments serves a broad investor base across the UK, Europe, and the United States. Its multi-sector and geographically diversified portfolio is intended to mitigate market volatility while capturing regional growth opportunities. The trust maintains a policy of transparent reporting, providing semi-annual and annual updates on portfolio valuations, investment activity, and outlook, ensuring shareholders remain informed of progress and developments.
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