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 | Global markets bounced sharply in the March quarter after the US Federal Reserve signalled that it was done hiking interest rates and several other major central banks subsequently turned more dovish, including the Reserve Bank of Australia. Following the global lead, the Australian small-cap indices rebounded strongly, with the S&P/ASX Small Ordinaries. Read more...

FUND UPDATES | Following a strong recovery in January, equity markets moved higher again in February and the small cap indices have now recovered much of the ground lost in the final quarter of CY18. The February reporting season threw up a mixed bag of results across the Australian small company universe. Overall results were. Read more...

FUND UPDATES | Following a challenging quarter across global equity markets, equities bounced strongly in January, with the OC Premium Small Companies Fund and the OC Dynamic Equity Fund returning 6.3% and 6.6% for the month. This was ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which returned 5.6%. 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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