DJ Hardman & Co Research on Oakley Capital Investments Ltd (OCI): Evolution of the high-growth drivers in 2023
Hardman & Co Research Hardman & Co Research on Oakley Capital Investments Ltd (OCI): Evolution of the high-growth drivers in 2023 29-Nov-2022 / 07:30 GMT/BST
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Hardman & Co Research on Oakley Capital Investments Ltd (OCI):
Evolution of the high-growth drivers in 2023
In this note, we explore the factors that have driven the market-beating 22% YTD 2022 NAV growth, the 15% growth we expect in 2023 and the 35% NAV discount. In addition to fuelling returns, further exits with uplifts to carrying value (long-run average 50%) should reinforce confidence that portfolio valuations are conservative. Cash realisations from the portfolio give additional comfort - as do the GBP302m of liquidity and GBP474m of investments held for more than three years - that investment commitments will be delivered. We highlight the resilience of the portfolio in the past, and note the incremental value added in downturns, with Oakley backing resilient, profitable businesses with sticky revenues.
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1499759 29-Nov-2022
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(END) Dow Jones Newswires
November 29, 2022 02:30 ET (07:30 GMT)
