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 Australian small-cap and micro-cap market weakened slightly in October against a back-drop of mixed macro-economic signals, tentative progress on the US and China trade dispute and a swathe of negative earnings revisions in the small-cap space, which is not uncommon at this time of year with the AGM season in full swing. Despite the. Read more...
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...
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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