NEWS

adminofoc, March 2016 - Fund Updates
February was a volatile time for equity markets with a sharp sell-off at the start of the month promptly followed by a commodity-driven rally which caught many investors, us included, by surprise. Commodity stocks were the key drivers of performance which was in stark contrast to the prevailing sentiment we witnessed earlier in 2016, when…
adminofoc, February 2016 - News
Lonsec has upgraded its rating of the OC Premium Small Companies Fund (the Fund) to ‘Highly Recommended’. In its most recent report, Lonsec notes the Fund represents “an appealing combination of a specialist small-cap team led by a highly experienced and motivated portfolio manager applying a tailored company research approach which has translated to an…
adminofoc, February 2016 - News
Boutique Australian equities small-caps manager, OC Funds Management, has been named a finalist in Morningstar’s ‘Undiscovered Manager, Australia’ category for 2016. According to Morningstar, finalists in this category possess strong investment capabilities, are yet to achieve wide market recognition and have the ability and opportunity to build a successful long-term track record. Commenting on the…
adminofoc, February 2016 - News
"We think [this] is a fund in the small companies space that should be strongly considered." Watch David Wright from Zenith Investment Partners give his view on the OC Premium Small Companies Fund and the OC Funds Management team. Watch video
adminofoc, February 2016 - News
Recent portfolio acquisition, BBN, has continued to re-rate as the market becomes more familiar with its business model. BBN has an established brand and a current footprint of some 33 stores. We expect management to roll out six stores per annum over the next six years, effectively doubling its presence in the Australian market and…
adminofoc, February 2016 - Fund Updates
A broad-based sell-off in global equity markets in January, saw the Funds down for the month. While OC’s portfolios have typically held up well in falling markets due to a heavy focus on risk management and an aversion to investing in speculative stocks, the January sell-off was broad based and a number of high-quality names…
adminofoc, January 2016 - News
Exposure to the out-of-home media thematic, namely APN Outdoor (APO), oOh!Media (OML) and QMS Media (QMS), has proven to be extremely rewarding for investors throughout the 2015 calendar year. These stocks have each experienced ongoing positive share price momentum into December, posting double-digit gains for the month. Despite the strong share price performance, we remain…
adminofoc, January 2016 - News
Fisher & Paykel (FPH) re-rated during the December 2015 quarter, particularly following the release of its H1 FY16 financial results in late November. We expect both the respiratory and acute care division and the obstructive sleep apnoea division to continue to grow at double-digit rates over the medium term driven by market share gains and…
adminofoc, January 2016 - Fund Updates
The OC Premium Small Companies, Dynamic Equity and Concentrated Equity Funds finished the December quarter on a positive note, up 10.9%, 10.4% and 10.9%, respectively. Holdings in outdoor media and financial services companies continued to deliver during the period, while healthcare provider, Fisher & Paykel Healthcare, also contributed positively to performance. The beginning of the…