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NEWS

Sam Cole, June 2018 - Market Update, News
ROBERT FROST | We have seen a plethora of analyses in recent weeks from investment banks such as UBS, Morgan Stanley and Citigroup sounding warning bells on the domestic housing market and data from the latest CoreLogic Home Value Index suggests that the Melbourne and Sydney markets are now firmly in retreat. Auction clearance rates…
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…
Sam Cole, May 2018 - News, Uncategorized
New research by Money Management shows that OC Funds Management has its entire range of Funds in the top quartile of its peer group over the five years to the end of calendar year 2017. Each of its Funds, including the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund,…
Sam Cole, May 2018 - News
The OC Dynamic Equity Fund has taken out the highly contested Australian Small Cap Equities Fund Manager of the Year Award for the 2018 Money Management/ Lonsec Award. Robert Frost, OC’s Head of Investments said “ We are extremely pleased to have won this award which recognises our focussed risk management and detailed screening process…
Sam Cole, May 2018 - Fund Updates
April was a challenging month from an index relative perspective following a period of strong performance. The OC Premium Small Companies Fund and OC Dynamic Equity Fund both finished April down 0.1%, versus the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which were up 2.7% and 1.5%, respectively. The OC…
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,…