NEWS

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…
adminofoc, 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…
adminofoc, 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…
adminofoc, 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…
adminofoc, September 2015 - Fund Updates
Global equity markets endured a volatile August driven largely by fears around the slowing growth trajectory of Australia's biggest trading partner, China, and the concerns around the timing of interest rate rises in the United States. Against this backdrop, the OC Funds enjoyed a relatively strong reporting season during which most of our holdings released…
adminofoc, August 2015 - Fund Updates
The OC Funds had a strong start to the 2016 financial year and we remain optimistic about the August reporting season ahead. View the July 2015 monthly performance reports: OC Premium Small Companies Fund OC Dynamic Equity Fund OC Concentrated Equity Fund
adminofoc, July 2015 - Fund Updates
The beauty of investment in small to mid-caps 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 cycle including Fisher & Paykel…
adminofoc, June 2015 - Fund Updates
The OC Funds portfolio remains well positioned given the prevailing economic climate with exposure to the following thematics: stocks that can grow their earnings outside of the economic cycle (e.g. Fisher & Paykel Healthcare, iSentia and Healthscope); stocks exposed to the more robust US economy (e.g. Ardent Leisure, Hansen Technologies and Treasury Group); and stocks…
adminofoc, May 2015 - Fund Updates
Overall demand conditions in Australia remain challenging and this was confirmed at the recent Macquarie Conference where the investment team attended briefings with the management of more than 50 of Australia’s leading listed companies over a three day period. Most sectors remain patchy, including those exposed to consumer, infrastructure or business spending. Significantly, however, the…
adminofoc, April 2015 - Fund Updates
Although we expect domestic economic data to continue to disappoint in the short to medium term, we believe our portfolio positioning leaves us well placed to deliver solid performance for investors. Our raft of quality companies that can grow earnings outside of the economic cycle, including iSentia, Healthscope, Hansen, REA Group and M2 Group, all…