NEWS

adminofoc, December 2014 - Fund Updates
The Funds have solid exposure to to a strengthening US economy... furthermore, the portfolio is a net beneficiary of a weaker AUD. Whilst the first few days of December have been volatile from an equity market perspective, we believe that we are well positioned to continue to deliver strong long term returns for investors. Read…
adminofoc, November 2014 - Fund Updates
The corporate pipeline is again looking very strong with a number of IPOs slated for ASX listing pre Christmas. Pleasingly, some of these market aspirants seem to be of a high quality and we will be closely examining them with a view to owning a selection of these businesses should pricing be appropriate. Read More…
adminofoc, October 2014 - Fund Updates
The sharp fall in the value of the Australian dollar has been a major topic of discussion in financial markets in recent weeks. Currency movement is only one determinant of stock selection within our investment process and is considered when we undertake both our operational risk assessments (how vulnerable is the company to currency movements)…
adminofoc, September 2014 - Fund Updates
It is early September and there are still a myriad of company meetings being undertaken by the investment team following August reporting. The corporate pipeline is again looking very strong with a number of IPOs slated for the near term including aged care provider Regis Healthcare, garage door and window manufacturer, ArcPac Building Products and…
adminofoc, August 2014 - Fund Updates
Ahead of the August reporting season, we thought it would be helpful to provide investors with a quick snap-shot of our preferred thematics, those which we are cautiously watching and those which we are avoiding. Read More from the July Monthly Fund Updates… OC Premium Small Companies Fund OC Dynamic Equity Fund OC Concentrated Equity…
adminofoc, July 2014 - Fund Updates
We head into the 2015 financial year with mixed views on the current strength of the domestic economy but confident that the 2015 calendar year ought to bring with it an improved operating environment for domestically focussed small to mid-cap stocks. That is good news for investors in the space given that share price gains…
adminofoc, June 2014 - Fund Updates
The avalanche of IPO activity has continued into May with our team either meeting with management of prospective listings or undertaking site tours of their operations on an almost daily basis. There are a myriad of new listing that we could discuss and we will do so should these companies be added to the portfolio…
adminofoc, May 2014 - Fund Updates
We remain of the view that domestic growth is currently below trend with the economy navigating a period of transition from the mining boom to an infrastructure led recovery. The evidence continues to suggest the economy is gradually building momentum with interest rates at record lows, an uptick in housing construction and the Aussie dollar…
adminofoc, April 2014 - Fund Updates
Little has occurred during the quarter to alter our view that domestic growth remains below trend with the economy navigating a period of transition as the mining boom moves from the labour intensive investment phase to the production phase. But evidence continues to mount that the broader economy is slowly gaining strength, albeit off a…
adminofoc, March 2014 - Fund Updates
Globally, outside of the seemingly constant geo-political flare ups (this time in the Ukraine), there seems to be an ongoing tone of optimism from Europe and across the Atlantic, to the US, that a sustainable recovery is underway. The US markets have been touching all time highs in recent weeks despite some patchy economic data…