Australian small companies specialist OC Funds Management is pleased to announce the appointment of Aaron Yeoh as Senior Investment Analyst, reporting to Head of Investment, Robert Frost. Aaron will be responsible for research and analysis of Australian small and mid-cap companies and will add to the team’s coverage across a broad range of sectors, including consumer discretionary, industrials and information technology.
Aaron was previously a Research Analyst at Cooper Investors, where he was responsible for investing in Asian and global listed companies in consumer brands related sectors. Before that, Aaron worked in Equity Research at Goldman Sachs for over 5 years, where he was a highly regarded analyst in the emerging companies team focusing on a broad range of small to mid-cap companies. Early in his career, Aaron also held analyst roles at both National Australia Bank and Mutual Trust.
Rob Frost said “we are delighted to have Aaron join our team and believe he will align strongly with both our cultural values and our investment philosophy. Aaron brings significant insights from both his funds management and sell side research experience that will place the OC Funds team in an excellent position to continue to generate investment returns for our clients”.
Aaron will work across three key portfolios, the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund, all of which are rated Highly Recommended by ratings house Lonsec. These funds are distributed by Copia Investment Partners and are available on most major Australian platforms.
This information has been prepared by Copia Investment Partners Limited (AFSL 229316 , ABN 22 092 872 056) the issuer, distributor and responsible entity of theOC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund. This document provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully and seek advice from qualified professionals where necessary. The information in this document does not constitute personal advice and does not take into account your personal objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to in this document, you determine whether the relevant investment is suitable for your objectives, financial situation or needs. You should also consider seeking independent advice, particularly on taxation, retirement planning and investment risk tolerance from a suitably qualified professional before making an investment decision. Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the payment of particular rates of return on investments or the repayment of capital. Copia Investment Partners Limited publishes information on the document that is, to the best of its knowledge, current at the time and Copia is not liable for any direct or indirect losses attributable to omissions from the document, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions. © 2022 Copia Investment Partners Ltd. The rating issued October 2021 APIR OPS0002AU, October 2021 APIR OPS0001AU & October 2021 APIR OPS0004AU are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only,and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.