December 2015
- News
The 2015 year end disitribution timetable is now available. The funds paying a distribution for the period ending 31 December 2015 are: Fund name Distribution payment date Distribution statement date OC Premium Small Companies Fund (OPS0002AU) 19 January 2016 25 January 2016 This is a guide only and may change. More information Contact Client Services on 1800…
December 2015
- News
Australian small-caps manager, OC Funds Management, recently hit a key milestone in its 15-year history with funds under management growing to more than $500 million. “This is an important milestone for OC. Inflows into our flagship fund, OC Premium Small Companies, have been strong thanks to ongoing support from key financial advice groups and inclusion on some…
December 2015
- News
One of the advantages of investing in small to mid-cap companies in Australia is that despite the structural and macro issues facing the economy, it is always possible to find sectors and stocks that are performing well. Our portfolio continues to be underpinned by companies that can grow their earnings largely outside of the economic…
December 2015
- Fund Updates
In what were volatile market conditions, OC’s flagship fund, OC Premium Small Companies, delivered investors 2.9% during November, outperforming the S&P/ASX Small Ordinaries Index. SG Fleet (SGF) added to performance during the period, up 35.2%, while Baby Bunting (BBN), a recent IPO, added 21.1%. The small-cap index remains a fertile ground for investment with a…
November 2015
- News
In a very strong market, the OC Premium Small Companies, Dynamic Equity and Concentrated Equity Funds returned 5.1%, 4.4% and 6.1% for the month of October, respectively. One of the advantages of investing in small to mid-cap companies in Australia is that despite the structural and macro issues facing the economy, it is always possible…
November 2015
- Fund Updates
In a very strong market, the OC Premium Small Companies, Dynamic Equity and Concentrated Equity Funds returned 5.1%, 4.4% and 6.1% for the month of October, respectively. One of the advantages of investing in small to mid-cap companies in Australia is that despite the structural and macro issues facing the economy, it is always possible…
October 2015
- News
The IPO window remains firmly open which is somewhat unusual given the recent volatility in the Australian share market that usually tempers investors’ appetites for new listings. To this point, there have been a few notable IPOs that have been delayed, repriced lower or shelved altogether including I-Med (delayed), Aventus (repriced) and Global Traffic Network…
October 2015
- News
The OC Premium Small Companies, Dynamic Equity and Concentrated Equity Funds enjoyed an excellent September 2015 quarter, all up 4.2%, 6.2% and 4.8%, respectively, despite volatile market conditions. While concerns remain heightened that the Australian economy may be heading for its first recession since the early 1990s, we believe the Funds are well positioned to…
October 2015
- Fund Updates
The OC Premium Small Companies, Dynamic Equity and Concentrated Equity Funds enjoyed an excellent September 2015 quarter, all up 4.2%, 6.2% and 4.8%, respectively, despite volatile market conditions. While concerns remain heightened that the Australian economy may be heading for its first recession since the early 1990s, we believe the Funds are well positioned to…
September 2015
- News
Kirstie Spicer from Alan Kohler's, Eureka Interactive, talks to Robert Frost, Head of Investments at OC Funds Management, about small caps and the strong long-term returns of the OC Dynamic Equity Fund. Watch video