Subscribe to our newsletter
×
Sign up to receive our regular updates and stay informed

NEWS

adminofoc, April 2018 - Fund Updates
FUND UPDATES | The first quarter of 2018 was a challenging environment for global equities, and domestic equities were no exception, with most indices falling during the quarter. Against this backdrop, our OC Premium Small Companies Fund and OC Dynamic Equity Fund posted a solid quarter returning +2.2% and +2.3%, outperforming the S&P/ASX Small Ordinaries…
Sam Cole, March 2018 - Fund Updates
FUND UPDATES | While February started with a sharp global stock market correction, which at one point saw the US S&P 500 down 10%, equity markets recovered strongly over the remainder of the month and the Australian small-cap benchmark, the S&P/ASX Small Ordinaries Accumulation Index, finished the month flat (+0.0%). Against this backdrop, our OC…
Sam Cole, March 2018 - Podcast
PODCAST | Listen to Robert Frost as he talks with Livewire about his approach to small-caps investing, being wary of hot stocks and themes and why travelling can make you a better investor. Listen to podcast
adminofoc, February 2018 - Fund Updates
The Australian small-cap market had a very strong month with the S&P/ASX Small Ordinaries Accumulation Index up 6.0% and the S&P/ASX Small Industrials Accumulation Index up 5.9%. The strength in the index was not broad-based with a number of 'hot' sectors driving the overall benchmark, in particular China-facing consumer stocks, cobalt and lithium stocks and…
adminofoc, January 2018 - Fund Updates
Domestic small-cap equities continued to perform well in the December quarter with commodity stocks doing much of the heavy lifting. The 25.4% increase in the S&P/ASX Small Resources Accumulation Index during the quarter underpinned a 13.7% in the broader S&P/ASX Small Ordinaries Accumulation over the same period. Against the backdrop of a strong commodities market,…
adminofoc, December 2017 - Fund Updates
The Australian small-cap market continued its strong finish to calendar year 2017 with the S&P/ASX Small Ordinaries Accumulation Index up 3.9% and the S&P/ASX Small Industrials Accumulation Index up 2.8%. The prevailing mood in small-caps remains 'risk-on' particularly in the commodity space where the lure of fast returns and a fear of missing out seems…
adminofoc, November 2017 - Fund Updates
The Australian small-cap market had a very strong month with the S&P/ASX Small Ordinaries Accumulation Index up 6.0% and the S&P/ASX Small Industrials Accumulation Index up 5.9%. The strength in the index was not broad-based with a number of 'hot' sectors driving the overall benchmark, in particular China-facing consumer stocks, cobalt and lithium stocks and…
adminofoc, October 2017 - News, Stock update
Several significant corporate transactions saw us add Seven Group Holdings (ASX:SVW) to our portfolio during the September quarter. These included: the sale of WesTrac China to Lei Sing Hong Machinery for $540m the acquisition of the remaining 53.3% of Coates Hire not already owned by the Group for $517m, and a capital raising of $375m…
adminofoc, October 2017 - News, Stock update
The A2 Milk Company continues to re-rate on the back of a very strong trading performance driven by ongoing gross margin expansion and continued rapid growth in sales of its A2 Platinum infant formula, especially in the large Chinese market. Management continues to exceed the financial expectations of both the overall market and our internal…
adminofoc, October 2017 - News, Stock update
As a provider of drilling fluid products, downhole instrumentation and geo-analytic services to exploration, development and resources production companies, Imdex Limited is highly leveraged to any uptick in key commodity prices such as gold and/or base metals. It's a business we know and understand well, having been a holder of the stock during previous cyclical upswings, and we remained…