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.…
December 2020
- Fund Updates, News
20th Anniversary We are pleased to announce that this month marks the 20th anniversary of the OC Premium Small Companies Fund, which was launched on 8 December 2000. It’s now one of Australia’s longest running small company funds and has delivered 11.2% pa since inception (5% pa above benchmark). We wish to thank all our…
November 2020
- Fund Updates
October was a month that played out in two halves across the Australian small-cap equities space with the S&P/ASX Small Ordinaries Accumulation Index rallying sharply in the first two weeks of the month following the expansionary Federal budget laid out early in the month, before selling off later in the month as the US 10-year…
October 2020
- Fund Updates
The OC portfolios rounded out a strong quarter with our key holdings continuing to track well from an operational perspective in an environment where the myriad unknowns, largely brought about by the COVID-19 pandemic, provide a challenging backdrop for stock-picking. The OC Premium Small Companies Fund and OC Dynamic Equity Fund finished the quarter up…
September 2020
- News
Australian small cap investors have an unprecedented opportunity to gain exposure to new company floats, according to small companies specialist OC Funds Management (OC). At its September investor briefing, OC Head of Investments Rob Frost highlighted that the concentration of Initial Public Offerings (IPOs) seeking to list in the final stretch of 2020 was probably…
September 2020
- Fund Updates
The market continued to rally over the August reporting season with investors taking a ‘glass half full’ approach in casting aside another hard lockdown in Victoria and clusters of COVID-19 cases in both NSW and Queensland, as well as poor economic data across the globe, to instead focus on company results that exceeded our low…
August 2020
- Fund Updates
The new financial year carried over the positive momentum of the June quarter, albeit the domestic small-cap market was predominantly driven higher by resource stocks, particularly gold miners, with several surging to record highs during the month. The strong resources sector saw the S&P/ASX Small Ordinaries Accumulation Index finish the month up +1.4%, which was…
May 2020
- Uncategorized
The original article was published in the Australian Financial Review on May 11, 2020 (click to view) Sarah Thompson, Anthony Macdonald and Tim Boyd Fund managers have ruled off April performance numbers and attention has quickly turned to who's in front for the all-important year to June 30. As clients read through April monthly reports, one set of…
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…
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…