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

“Sell in May and go away” so the saying goes, and it was again a challenging month across global equity markets in May. The simmering trade dispute between the US and China re-escalated and combined with political tensions between the US and Iran re-emerging and the threat of US tariffs on Mexican goods, global markets. Read more...

Global markets continued to march higher in April and the domestic small cap market followed suit, continuing the strong rebound of equity markets across the globe in 2019. The OC Premium Small Companies Fund (+6.3%) bounced in April, well ahead of the S&P/ASX Small Ordinaries Accumulation Index which returned 4.1% and in line with the S&P/ASX Small Industrials Accumulation. Read more...

FUND UPDATES | Global markets bounced sharply in the March quarter after the US Federal Reserve signalled that it was done hiking interest rates and several other major central banks subsequently turned more dovish, including the Reserve Bank of Australia. Following the global lead, the Australian small-cap indices rebounded strongly, with the S&P/ASX Small Ordinaries. 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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