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 | Equities remained weak in November as US-China relations continued to dominate market sentiment, overshadowing what was a generally an upbeat tone from Fund holdings during the October/November AGM period. The OC Premium Small Companies Fund and OC Dynamic Equity Fund returned -1.1% and -2.1% for the month, behind both the S&P/ASX Small. Read more...

FUND UPDATES | Global markets were sold down over the month of October as a series of macro-economic, political and geo-political factors conspired to undermine investor confidence resulting in a sharp equity market sell-off. Across the domestic small cap market, the sell-off was broad-based with the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small. Read more...

FUND UPDATES | The OC Premium Small Companies Fund and OC Dynamic Equity Fund finished the quarter up 4.9% and 4.0% respectively, a strong outcome which was underpinned by solid results during the August reporting season. The OC Micro-Cap Fund continues to exhibit its strong ability to preserve investor capital in a challenging micro-cap investing. 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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