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NEWS

Insights, April 2020 - Fund Updates
The Novel Coronavirus (COVID-19) has rapidly morphed into a fear induced financial crisis that has seen the global stock indices, including the ASX, move into bear market territory (a retreat of more than 20% from its high), at the fastest rate ever. Since mid-February, markets have moved rapidly to price in a major global recession,…
Insights, April 2020 - Uncategorized
OC Head of Investments Rob Frost provides his latest insights on the impact of COVID-19 as well as portfolio opportunities in the current environment. OC Funds Management has a 20-year track record managing Australian small companies and has managed the same portfolio through many crisis' including the GFC. For more information on the OC Premium…
Insights, March 2020 - Fund Updates
The events of the February reporting season have been totally overshadowed by the emergence of the novel coronavirus (COVID-19 or ‘the virus’) which originated in the Hubei province of China but is now rapidly spreading across the globe. The overall reporting season was a solid one for OC Funds from a results perspective, but this…
Insights, February 2020 - Fund Updates
The new calendar year kicked off with a bang in January as domestic equity markets surged ahead on renewed optimism about the economic outlook, and the S&P/ASX 200 Index hit an all time high of 7,132 points. Even still, the near-term impacts of the bushfires and the emergence of the 2019 Novel Coronavirus (‘the Coronavirus’) weighed heavily…
Pablo Mones, January 2020 - Fund Updates
The OC Premium Small Companies and OC Dynamic Equity Funds both capped off the calendar year with a strong December quarter, finishing up +4.3% and +5.5% respectively. This was comfortably ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which returned 0.8% and 0.9% respectively for the quarter.…
Insights, January 2020 - Uncategorized
Application and redemption processing on hold |  Applications and redemptions will not be processed until the half-yearly distribution has been finalised. The hold applies to any applications and redemptions placed after 2pm on 31 December 2019. You can continue to submit applications and redemptions during this period, and the unit price will not be affected…
Pablo Mones, December 2019 - Fund Updates
The OC Premium Small Companies and Dynamic Funds performed strongly in November on the back of solid AGM updates from many of our core holdings. The Funds both returned +3.8% which was well ahead of the 1.6% return of the S&P/ASX Small Ordinaries Accumulation Index for the month. The OC Micro-Cap Fund also beat its benchmark…
Insights, November 2019 - Fund Updates
The Australian small-cap and micro-cap market weakened slightly in October against a back-drop of mixed macro-economic signals, tentative progress on the US and China trade dispute and a swathe of negative earnings revisions in the small-cap space, which is not uncommon at this time of year with the AGM season in full swing. Despite the…
Pablo Mones, October 2019 - Fund Updates
The Australian equity market remained buoyant in the September quarter, with the small-cap index shrugging off an indifferent reporting season, mixed global economic data and a volatile geo-political environment to post positive returns. Falling interest rates across the globe continue to drive investor risk appetite and the stock market has been a key beneficiary. The…
Insights, September 2019 - Fund Updates
The August reporting season was a challenging one across the board in Australian small-caps with just 38% of stocks in the Small Ordinaries Index delivering positive EPS growth in the second half of FY19, the lowest number in a decade. The OC Premium Small Companies Fund and OC Dynamic Equity Fund returned -4.7% and -4.4%…