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

The Australian equity market remained buoyant in the September quarter, with the small-cap index shrugging off an indifferent reporting season, mixed global economic data and a volatile geo-political environment to post positive returns. Falling interest rates across the globe continue to drive investor risk appetite and the stock market has been a key beneficiary. The. Read more...

The August reporting season was a challenging one across the board in Australian small-caps with just 38% of stocks in the Small Ordinaries Index delivering positive EPS growth in the second half of FY19, the lowest number in a decade. The OC Premium Small Companies Fund and OC Dynamic Equity Fund returned -4.7% and -4.4%. Read more...

The new financial year started strongly with expectations of lower interest rates across most key markets emboldening investor risk appetite which in turn drove global stock indices higher. The OC Premium Small Companies Fund and OC Dynamic Equity Fund had a solid result for July, returning 4.8% and 5.3% respectively, ahead of both the S&P/ASX. 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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