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NEWS

Sam Cole, June 2018 - Fund Updates

The OC Premium Small Companies Fund and OC Dynamic Equity Fund performed strongly in May with most of the stocks in the portfolios recording a positive return for the month. The Funds returned 4.8% and 3.4% respectively.

The OC Micro-Cap Fund also enjoyed a solid month returning 2.4% which was ahead of the S&P/ASX Emerging Companies Index which was up 1.4% for May.

The Funds have managed to escape the earnings confession season ahead of FY18 results relatively unscathed thus far. From our recent interactions with management teams, the companies that we own are trading in-line with, or ahead of, our expectations.

View May 2018 reports

 

TAGS : Australian equities, Dynamic Equity, Fund update, Latest report, micro caps, Premium Small Companies, Robert Frost, Small caps