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NEWS

Sam Cole, May 2019 - Fund Updates
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…
Sam Cole, April 2019 - Fund Updates
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…
Sam Cole, March 2019 - Fund Updates
FUND UPDATES | Following a strong recovery in January, equity markets moved higher again in February and the small cap indices have now recovered much of the ground lost in the final quarter of CY18. The February reporting season threw up a mixed bag of results across the Australian small company universe. Overall results were…
Sam Cole, February 2019 - Fund Updates
FUND UPDATES | Following a challenging quarter across global equity markets, equities bounced strongly in January, with the OC Premium Small Companies Fund and the OC Dynamic Equity Fund returning 6.3% and 6.6% for the month. This was ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which returned 5.6%…
Sam Cole, January 2019 - Fund Updates, News
FUND UPDATES | Whilst there have been several high-profile factors contributing to the risk off environment that has gripped global markets in recent months they all ultimately relate back to underlying concerns about the prospects for economic growth and earnings growth. Entering the new year, many of these uncertainties remain unresolved with ongoing trade and…