OC Funds Management was established in December 2000 as an Australian equities specialist, known as Opis Capital Limited. OC is a strong and well resourced business that is 100% independently owned by staff and directors. The OC team have over 80 years of investment experience focused on the Australian equities market.

In April 2010, OC Funds Management acquired Patriot Managed Accounts Pty Ltd (now called OC Managed Accounts Pty Ltd) which is now a wholly owned subsidiary of OC. OC Managed Accounts specialises in the management of discreet Australian share portfolios, otherwise known as individually managed accounts, for wholesale investors.

The OC funds aim to provide investors with an exposure to a unique portfolio of companies that will produce sustainable long-term returns in excess of those provided by the overall Australian equities market.

• OC is focused on producing long-term returns for our clients.

• OC looks to invest in simple industrial businesses, with a history of profits and dividends, and which offer a predictable future earnings stream that we are able to value.

• OC only invests in securities listed or about to be listed on the Australian Stock Exchange.

• OC has a flexible investment mandate which extends to the Fund’s cash holdings, Cash is held until suitably attractive investments are discovered and purchased.

• The investment team are owners of the business and have made personal investments in the Funds.

• The Funds are managed on a full-time basis by a stable team of experienced investment professionals.

• OC seeks to meet with the management of all investee and potential investee companies, totaling over 400 meetings and site visits a year.