OC Senior Investment Analysts Aaron Yeoh and Dan Stein spoke with Copia’s Mani Papakonstantinos about the recent AGM season for small caps, the positive impact of RBA and US Fed messaging that implies interest rate rises are tapering, as well as the challenges of companies to keep their margins healthy in the face of higher operating costs.
“We’ve been busy travelling across Australia and the volatility in the market has provided opportunities to add quality businesses at attractive prices”.
Among the new inclusions are a popular retail food franchisor, a growing telco, a labour hire business and a residential property and holiday park provider.
Find out what’s ahead for the OC Premium Small Companies Fund and the OC Micro-Cap Fund.