OC Premium Small Companies Fund: 16/05/13 Application price $1.9018; Redemption price $1.8904; Net Asset Value $1.8961 OC Dynamic Equity Fund: 16/05/13 Application price $2.5732; Redemption price $2.5578; Net Asset Value $2.5655 OC Concentrated Equity Fund: 16/05/13 Application price $1.0665; Redemption price $1.0601; Net Asset Value $1.0633
November 26th, 2011
Morningstar has named the OC Concentrated Equity Fund in the Top 10 performers over five years using a long-short strategy. The OC Concentrated Equity Fund has returned 24.21% over three years and 2.69% over five years to 31 October, in stark contrast to the S&P/ASX 200 Accumulation Index which returned -6.94% and -0.18% over three and five years respectively.
Bina Brown lists the Top 10 long-short fund managers who are outperforming the broader market by using long-short strategies and highlights the necessary skills required to run this type of strategy. Despite global uncertainty, there are fund managers who are outperforming the market using long-short strategies says Brown. Having the necessary skills to sell shares that are overvalued and/or unloved by the market has been a definite boon for so called long-short fund managers, among those managers able to beat the broader market in recent years are those who adopt a long-short strategy.
Long and the short of shares, by Bina Brown, The Australian Financial Review
August 17th, 2011
Barrie Dunstan speaks to OC’s Rob Frost and Sam Baillieu about the progress OC have made over the past decade, building up OC Funds Management and how OC have adapted to more recent market circumstances. Dunstan touches on the investment and marketing teams, the enhancements to the business post the Patriot Managed Accounts acquisition and the strength of our board.
Wealth of big names at OC Funds, by Barrie Dunstan, The Australian Financial Review
May 18th, 2011
The Financial Review highlights the recent strong performance of small-cap fund managers like OC. Most managers have done this by investing in small mining and exploration companies, however Brendan Lau points out the OC Premium Equity Fund has achieved top level investment performance without any investment directly into mining or exploration companies. “It comes back to our approach to investing in simple domestically focused businesses” OC’s Rob Frost told the AFR. “We dont invest in small resource stocks becausethey don’t fit our risk profile as most of them are either single commodity or single mine and a lot of them aren’t profitable.”
Resources Make Fund Managers Look Better, by Brendon Lau, The Australian Financial Review
May 4th, 2011
The Financial Review recently caught up with Rob Frost to talk about downgrades and a few companies where expectations of a downgrade may be overplayed.
Defying The Downgrade Trend, by Brendon Lau, The Australian Financial Review
March 16th, 2011
Time To Hedge Your Bets By Buying Into Hedge Funds, by James Dunn