Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by Oakley Capital Investments. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
Oakley Capital Investments (OCI) invests in the funds managed by Oakley Capital, it has delivered a 16% annualised total NAV return over the last 5 years and this growth has continued in the face of COVID-19, driven by the accelerated digitisation of the economy. Despite this OCI’s shares trade on a wide 28% discount to its NAV per share. We revisit the investment case.
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