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Robert Frost (B.Com., LLB)
Robert was appointed head of Small to Mid-Cap Investments in 2009 and has been a Portfolio Manager since joining OC Funds Management in 2001.  Prior to OC, Robert was a Senior Research Analyst with Austock Brokers specialising in small and mid-cap industrial companies. His responsibilities included business and industry analysis, financial modelling, and company valuation. Prior to that Robert worked in the derivative divisions at UBS in London and Rabobank in the Netherlands.


 

Sam Baillieu (B.Com.)
Sam is one of the founders of OC Funds Management and has been a member of the Investment Team since inception. Sam has over 11 years experience in corporate finance, private equity, venture capital and property operations. He is a Non-Executive Director of Orchard Investments Management Limited, which is an agribusiness property and infrastructure fund with approximately $300m of assets under management. Sam began his investment career at the stockbroking firm EL & C Baillieu.


 

Sam Cole (B.Com.)
Sam Cole was appointed to OC Funds Management in March 2004 in a Marketing and Client Services role. Prior to joining OC Funds Management Sam was a Product Manager at Equity Trustees Limited for three years. His responsibilities included product development, marketing, managing performance analytics and client relationship management. Prior to that he spent a year in London working firstly for the Bank of New York and then for the Bank of Ireland.

    Robert Calnon C.A. (B.Com.)
Rob Calnon joined OC Funds Management as an Equities Dealer/Investment Analyst in 2007.  He was promoted to Portfolio Manager in 2009.  Rob is a chartered account who qualified in KPMG's Melbourne tax practice (5 years) before moving to Sydney with Ernst & Young Corporate Finance (2 years) where he was a Manager in the Mergers and Acquisitions division. Prior to joining OC Funds, Rob spent 3 years with the Bank of New York in London as a Manager in Investment Accounting division.
    James Casey (M.App.Fin)
James Casey joined the OC Funds Management Investment team in May 2008 as a Portfolio Manager, with a focus on larger cap stocks and the OC 200 Fund. Prior to joining OC, James was a Director, Equity Research with ABN AMRO covering the Consumer Staples and Consumer Discretionary sectors. He has 15 years of experience within equities markets in Australia and abroad.

 

Sarah Madden
Sarah Madden was appointed Office Manager in April 2003. She was then promoted to head of Client Services and became a member of the Marketing team in October 2005.