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adminofoc, July 2014 - Fund Updates

We head into the 2015 financial year with mixed views on the current strength of the domestic economy but confident that the 2015 calendar year ought to bring with it an improved operating environment for domestically focussed small to mid-cap stocks. That is good news for investors in the space given that share price gains during FY2014 have, in many instances, been driven by multiple expansion rather than underlying earnings growth (a necessary ingredient for sustained share price appreciation).

OC Premium Small Companies Fund
OC Dynamic Equity Fund
OC Concentrated Equity Fund