OC Premium Equity Fund
The OC Premium Equity Fund is a long only benchmark unaware fund with a target investment universe of small and medium sized Australian companies (ASX listed securities outside the S&P/ASX 100 index). The OC Premium Fund gives you exposure to a portfolio of 25-40 smaller company shares, actively managed to achieve strong returns over the long-term.
OC Dynamic Equity Fund
The OC Dynamic Equity Fund is a long only benchmark unaware fund with a target investment universe of ASX listed securities, outside the S&P/ASX 100 index. The OC Dynamic Fund gives you exposure to a portfolio of 25-40 smaller 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, actively managed to achieve strong returns over the long-term.
OC Concentrated Equity Fund
The OC Concentrated Equity Fund is a long short absolute return fund with its target universe being stock listed or about to be listed on the ASX. The OC Concentrated Fund gives you exposure to a portfolio of up to 35 companies combining the best ideas from the Premium and Dynamic Funds as well as catalyst driven short term long and short positions to achieve our strongest returns over the long-term.
Individually Managed Accounts (IMA)
Each clients IMA is professionally managed by OC’s investment team in accordance with their return objectives. Securities are directly held by clients and are not aggregated in a fund structure.