SMALLER COMPANIES SPECIALIST

Giving you access to the growth potential of some of Australia’s up-and-coming companies

SPECIALIST AUSTRALIAN SMALL-CAP MANAGER

Since 2000, we have given investors the opportunity to diversify and grow their investment portfolios by providing access to some of Australia’s best quality smaller but growing companies through our three small and micro-cap portfolios.

A trusted investment manager to retail and institutional investors, we have delivered consistently strong long-term returns across all market cycles and have been highly rated for our efforts and included on some of Australia’s largest investment platforms

THREE WELL-RATED PORTFOLIOS

FUND UPDATES | All funds ended up on the positive side of the ledger this month. The OC Premium Small Companies Fund and OC Dynamic Equity Fund returned 4.1% and 2.7% for August, ahead of the S&P/ASX Small Companies Accumulation Index which was up 2.5%. The OC Micro-Cap Fund continues to post respectable returns in a challenging micro-cap. Read more...

FUND UPDATES | The OC Premium Small Companies Fund and the OC Dynamic Equity Fund both enjoyed a solid start to the new financial year, finishing +0.9% and +1.2%, respectively, for July. This was a sound result, particularly in a relative sense, with the small-cap indices each delivering negative returns in July following on from. Read more...

Domestic small cap stocks continued their strong performance in the June quarter with the S&P/ASX Small Ordinaries Accumulation Index up 7.7% for the quarter. This capped off an excellent financial year for the small-cap benchmark which returned 24.2% for the 12-months. The OC Premium Small Companies Fund and OC Dynamic Equity fund returned 5.7% and. Read more...

DIVERSIFICATION, GROWTH, OPPORTUNITY

“Smaller companies can present excellent investment opportunities and can play an important role in an investor’s portfolio.”

Robert Frost
Head of Investments

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