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News and Insights

OC Funds Management's Premium Small Companies Fund Wins Prestigious 2024 Money Management Fund Manager of the Year Award

Updated: Jun 17

OC Funds Management is proud to announce that the Premium Small Companies Fund has been awarded the prestigious 2024 Money Management Fund Manager of the Year Award in the Australian Small Cap Equity Fund of the Year category.


This accolade recognises the Fund’s exceptional performance, low risk investment strategies, and unwavering commitment to delivering outstanding results for its investors.


The Money Management Fund Manager of the Year Awards, a benchmark of excellence within the Australian financial services industry, celebrates the top-performing fund managers who demonstrate superior investment performance and a commitment to providing value for their clients. The award is a testament to the rigorous research, disciplined approach, and expertise of the OC Funds Management team.


Robert Frost, Lead Portfolio Manager at OC Funds Management, expressed his gratitude for the recognition: “We are incredibly honoured to receive this award. It reflects the dedication and hard work of our highly experienced investment team. Our focus has always been on uncovering high-quality, undervalued small-cap companies that have the potential for significant growth. This award is a validation of our strategy and our commitment to our investors.”


The OC Premium Small Companies Fund’s success underscores its consistent track record for success in managing small-cap investments. It marks the fifth time since 2018, when the OC Dynamic Equity Fund won the award, that OC Funds has been nominated in the category. The Fund’s commitment to its robust investment process, prudent risk management, and disciplined portfolio construction approach has resulted in significant value creation for our investors.


“We believe in the potential of Australia’s small-cap companies and are committed to finding and nurturing the best opportunities in this space,” said Frost. “Winning this award encourages us to continue striving for excellence and delivering strong, consistent returns for our investors. It is a strong endorsement of our investment approach, strategy, and our experienced team ahead of the retail launch of the OC Funds Mid-Cap strategy in the second half of the year.”


OC Funds Management has a long-standing reputation for excellence and integrity in the investment community. This latest recognition adds to the firm’s impressive track record and reinforces its position as a leader in the Australian equity market.


 

About OC Funds Management:


OC Funds Management is a leading Australian investment management firm, with a track record of over 23 years, specialising in mid-cap, small-cap and micro-cap equity funds. With a focus on delivering superior investment performance through rigorous research and disciplined portfolio management, OC Funds Management is dedicated to helping investors achieve their financial goals. For more information, visit www.ocfunds.com.au.


About Money Management Fund Manager of the Year Awards:

The Money Management Fund Manager of the Year Awards recognise the top-performing funds and fund managers across various categories in the Australian financial services industry. These awards celebrate excellence in fund management, highlighting those who have demonstrated outstanding performance and commitment to their clients.


DISCLAIMER

This information has been prepared by Copia Investment Partners Limited (AFSL 229316 , ABN 22 092 872 056) the issuer, distributor and responsible entity of the OC 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.

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