Oculus Advisors | Principal investing
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PRINCIPAL INVESTING

We have a strong track record of principal investing, whether alongside clients or as an advisor.

Working with clients as co-investors from the outset, through to realisation or their transition to become long-term, core holdings.

STAR Capital Partners on Eversholt Rail Group, where alongside Morgan Stanley and 3i Infrastructure we invested to acquire one of the UK’s largest rolling stock owners in a GBP1.3bn acquisition. This investment was ultimately sold to Hong Kong-based CKI Infrastructure, generating strong returns for investors.

We also co-invested with STAR in Oxford Aviation Academy, subsequently sold to CAE Inc., of Canada.

Wishford Schools is a leading group of independent preparatory schools in the UK. It has grown from two to six schools in short order and continues to be on the lookout for high quality acquisitions.

Industry roll-ups have also been a feature of our work, particularly in aviation:

  • 3i (on the European MRO industry roll-up, using SR Technics as a platform investment)
  • STAR Capital Partners on Oxford Aviation Academy (the aviation training industry roll-up using GCAT and SAS Flight Academy as joint platform investments)

Start-ups:

Jetwing Symphony – hotels start-up in Sri Lanka

OpenBorder – online translation marketplace

Datam8 – consolidated product information for retail

VIOS – US healthcare monitoring equipment

Wishford Schools – UK primary schools roll-up