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
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 Premium Small Companies and OC Dynamic Equity Funds both capped off the calendar year with a strong December quarter, finishing up +4.3% and +5.5% respectively. This was comfortably ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which returned 0.8% and 0.9% respectively for the quarter.. Read more...
Application and redemption processing on hold | Applications and redemptions will not be processed until the half-yearly distribution has been finalised. The hold applies to any applications and redemptions placed after 2pm on 31 December 2019. You can continue to submit applications and redemptions during this period, and the unit price will not be affected. Read more...
The OC Premium Small Companies and Dynamic Funds performed strongly in November on the back of solid AGM updates from many of our core holdings. The Funds both returned +3.8% which was well ahead of the 1.6% return of the S&P/ASX Small Ordinaries Accumulation Index for the month. The OC Micro-Cap Fund also beat its benchmark. 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
