Our Capabilities
Client-Centric Commitment
Pioneering Investment Strategies for a Global Landscape
Exploring New Horizons
Our pursuit of excellence drives us to harness our profound expertise, with a resolute commitment to delivering compelling risk-adjusted returns for our cherished clientele over the long term.
Absolute Alignment
The founding principal of Oak Capital Investment Company personally invests significantly in each venture, ensuring our interests are intrinsically intertwined with the objectives of our valued clients.
A Depth of Experience
We boast over 150 years combined experience through our dedicated core investment team who diligently guide us through market and economic changes and variables over time, constantly monitoring our positions and taking necessary actions as and when needed.
Global Connectivity
With an expansive worldwide network and locally honed expertise, we access a wide spectrum of investment prospects across various regions, offering our clients diverse opportunities within:
- Public Equity
- Real Estate
- Fixed Income
- Private Equity
Oak Capital Investment Company actively engages in private equity investments, guided by four core principles:
Partnership:
We invest in partnerships with forward-thinking, growth-driven entrepreneurs.
Value Addition:
Our approach involves adding value to invested companies, encompassing cross-border expansions, divestments, customer and supplier introductions, mergers and acquisitions, corporate governance and restructuring, investor relations, and capital market fundraising. All of this is underpinned by our extensive industry knowledge and a robust network of investors and advisors.
Protection:
We ensure robust downside protection through the investee companies' business fundamentals (e.g., stable cash flow, strong branding, and distribution). We actively negotiate structured investment terms, including entry valuation adjustments, redemptions, and corporate governance.
Risk Management:
We exercise discretion in investments, avoiding businesses when our team lacks adequate knowledge of their management or local support network. Additionally, we steer clear of IPO lock-up and public disclosure.
