Strong Operational Results Drive Outstanding Fund Performance
 

The March quarter was strong across all of the OC Funds and was underpinned by excellent operational results from most of our core holdings and reported results in excess of market expectations and re-rated accordingly. In particular, the mining services space was extremely buoyant for us…

March 2012 Quarterly Fund Update

Stock Focus

OC Funds has become a regular contributor to the well known on-line investing publication The Eureka Report. Published by Alan Kohler, one of Australia’s most experienced financial journalists, the report covers a wide range of investment related topics. OC Funds has been asked to contribute regular stock ideas for subscribers.

The stocks we write about are typically high quality companies held within our Funds that have been selected based on our rigorous investment process. Most of them possess many of the following attributes: proven management; sustainable and transparent business model; reliable earnings streams; strong free cash-flow; strong balance sheet; high return on equity and a proven track record. To see our contributions, click here