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 domestic small cap market enjoyed a solid September quarter, shrugging off concerns about supply chain bottlenecks, rising freight costs, rising energy costs and other inflationary pressures, as well as fears of financial contagion around the China Evergrande debt crisis to grind higher over the quarter. The S&P/ASX Small Ordinaries Accumulation Index finished the quarter. Read more...
The August reporting season brought a continuation of the positive momentum in equities with the domestic small-cap market shrugging off the impacts of the COVID-19 Delta variant and protracted lockdowns in both NSW and Victoria, as well as news that both the Reserve Bank of Australia and US Federal Reserve will likely begin to taper. Read more...
The Target Market Determinations are available by clicking on the links below: OC Premium Small Companies Fund OC Dynamic Equity Fund OC Micro-Cap Fund What are the Design and Distribution Obligations (DDO)? ASIC Regulatory Guide 274 (RG 274) requires Issuers and Distributors of financial products to take steps to ensure that retail clients are offered. 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
PLATFORM AVAILABILITY
