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 WELL-RATED PORTFOLIOS

Australian small cap investors have an unprecedented opportunity to gain exposure to new company floats, according to small companies specialist OC Funds Management (OC). At its September investor briefing, OC Head of Investments Rob Frost highlighted that the concentration of Initial Public Offerings (IPOs) seeking to list in the final stretch of 2020 was probably. Read more...

The market continued to rally over the August reporting season with investors taking a ‘glass half full’ approach in casting aside another hard lockdown in Victoria and clusters of COVID-19 cases in both NSW and Queensland, as well as poor economic data across the globe, to instead focus on company results that exceeded our low. Read more...

The new financial year carried over the positive momentum of the June quarter, albeit the domestic small-cap market was predominantly driven higher by resource stocks, particularly gold miners, with several surging to record highs during the month. The strong resources sector saw the S&P/ASX Small Ordinaries Accumulation Index finish the month up +1.4%, which was. 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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