The offer documents for our equity funds are availiable for download below. To establish a managed account, please contact us.
For more information please rever to the How to Invest and Products sections.
| OC Premium Equity Fund
A long only benchmark unaware fund investing in 25-40 small and medium sized company shares.
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OC Dynamic Equity Fund
25-40 small and medium sized company shares, like the OC Premium Fund, combined with a select handful of up to 5 emerging leaders and up to 5 shorter term catalyst driven positions.
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OC Concentrated Equity Fund
Up to 35 companies, combining the best ideas from the Premium and Dynamic Funds as well as catalyst driven, shorter term, long and short positions.
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