SMALLER COMPANIES AND MICRO-CAP 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 HIGHLY-RATED PORTFOLIOS
PREMIUM SMALL COMPANIES
Gain access to small and mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.
DYNAMIC EQUITY
A benchmark-unaware portfolio giving you access to mid-cap through to micro-cap Australian listed companies, as well as capitalising on select shorter-term opportunities.
MICRO-CAP
Diversify your portfolio by accessing micro-cap companies with long-term growth potential.
The OC Premium Small Companies Fund and OC Dynamic Equity Fund continued their recent momentum in the December quarter finishing the period up +14.8 and +14.6% respectively. This was ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which were up 13.8% and 12.2% respectively for the quarter.. Read more...
20th Anniversary We are pleased to announce that this month marks the 20th anniversary of the OC Premium Small Companies Fund, which was launched on 8 December 2000. It’s now one of Australia’s longest running small company funds and has delivered 11.2% pa since inception (5% pa above benchmark). We wish to thank all our. Read more...
October was a month that played out in two halves across the Australian small-cap equities space with the S&P/ASX Small Ordinaries Accumulation Index rallying sharply in the first two weeks of the month following the expansionary Federal budget laid out early in the month, before selling off later in the month as the US 10-year. 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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