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

Equity markets continued their strong momentum into the start of the new calendar year with most markets advancing in the early part of the month on the expectation of the vaccine roll-out and the promise of further fiscal and monetary stimulus, particularly in the US. However, early gains reversed as unprecedented retail-led speculative activity in. Read more...

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...

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