Hardman & Co Research: Oakley Capital Investments (OCI) Educating on education

Hardman & Co Research: Educating on education

Following the strengths in education investments reported in OCI's January trading statement, we note that the sector's attractions include i) structural growth, ii) defensive revenue, iii) high barriers to entry, iv) strong ESG credentials and v) scarcity of scale assets. The sector benefits from PE's value-creation toolkit, with i) bolt-on strategies in highly fragmented markets, ii) tech-enablement and digitalisation skills, iii) transferability of expertise, and iv) increasing commercialisation of returns. Oakley was an early and active education investor, and now has proven case studies showing all these advantages. Education investments were 27% of OCI's NAV as at June 2021. The most recent exit was at an IRR of 43%.

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