NEWS

Insights, July 2021 - Fund Updates
FY21 was in many ways an extraordinary year with markets casting aside monumental health and economic challenges brought about by COVID-19 to post equity returns which were nothing short of spectacular. The OC investment team had entered FY21 with a degree of trepidation with the COVID-19 health crisis in full swing across the globe, however…
Insights, June 2021 - Fund Updates
The domestic small cap index finished modestly higher in May, with the focus of markets still firmly on inflation and particularly on whether the inflationary outbreaks we are witnessing are structural or transitory and the broader implications for monetary policy. Cyclical stocks continue to outperform as the ongoing rotation from growth to value continues, and…
Insights, May 2021 - Fund Updates
April was a strong month for equities globally and the domestic small cap market was no exception, with the S&P/ASX Small Ordinaries Accumulation Index rallying throughout the month before finishing up +5.0%. Bond markets stabilised following the release of benign inflation data and central banks in key markets continued to talk down the prospect of…
Insights, April 2021 - Fund Updates
Global markets continued to bounce in the March quarter with a combination of accommodative monetary and fiscal settings from governments and central bankers, accelerating vaccine rollouts in most countries and positive economic data supportive of a continued upwards trajectory in stocks. The Australian small-cap indices tracked higher during the quarter with the S&P/ASX Small Ordinaries…
Insights, March 2021 - Fund Updates
The February reporting season was one of the strongest in recent years, despite the significant COVID-19 disruptions with positive earnings surprises outweighing earnings disappointments across the broader Australian market, including the domestic small cap space. The positive upside in company results was largely driven by upside surprise on operating margins, rather than top line revenue…
Insights, February 2021 - Fund Updates
Equity markets continued their strong momentum into the start of the new calendar year with most markets advancing in the early part of the month on the expectation of the vaccine roll-out and the promise of further fiscal and monetary stimulus, particularly in the US. However, early gains reversed as unprecedented retail-led speculative activity in…
Insights, January 2021 - Fund Updates
The OC Premium Small Companies Fund and OC Dynamic Equity Fund continued their recent momentum in the December quarter finishing the period up +14.8 and +14.6% respectively. This was ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which were up 13.8% and 12.2% respectively for the quarter.…