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 portfolios rounded out a strong quarter with our key holdings continuing to track well from an operational perspective in an environment where the myriad unknowns, largely brought about by the COVID-19 pandemic, provide a challenging backdrop for stock-picking. The OC Premium Small Companies Fund and OC Dynamic Equity Fund finished the quarter up. Read more...
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...
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
