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NEWS

Sam Cole, November 2018 - Uncategorized
FUND UPDATES | Global markets were sold down over the month of October as a series of macro-economic, political and geo-political factors conspired to undermine investor confidence resulting in a sharp equity market sell-off. Across the domestic small cap market, the sell-off was broad-based with the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small…
Sam Cole, October 2018 - Fund Updates
FUND UPDATES | The OC Premium Small Companies Fund and OC Dynamic Equity Fund finished the quarter up 4.9% and 4.0% respectively, a strong outcome which was underpinned by solid results during the August reporting season. The OC Micro-Cap Fund continues to exhibit its strong ability to preserve investor capital in a challenging micro-cap investing…
Sam Cole, September 2018 - Fund Updates
FUND UPDATES | All funds ended up on the positive side of the ledger this month. The OC Premium Small Companies Fund and OC Dynamic Equity Fund returned 4.1% and 2.7% for August, ahead of the S&P/ASX Small Companies Accumulation Index which was up 2.5%. The OC Micro-Cap Fund continues to post respectable returns in a challenging micro-cap…
Sam Cole, August 2018 - Fund Updates
FUND UPDATES | The OC Premium Small Companies Fund and the OC Dynamic Equity Fund both enjoyed a solid start to the new financial year, finishing +0.9% and +1.2%, respectively, for July. This was a sound result, particularly in a relative sense, with the small-cap indices each delivering negative returns in July following on from…
Sam Cole, July 2018 - Fund Updates
Domestic small cap stocks continued their strong performance in the June quarter with the S&P/ASX Small Ordinaries Accumulation Index up 7.7% for the quarter. This capped off an excellent financial year for the small-cap benchmark which returned 24.2% for the 12-months. The OC Premium Small Companies Fund and OC Dynamic Equity fund returned 5.7% and…
Sam Cole, June 2018 - Fund Updates
The OC Premium Small Companies Fund and OC Dynamic Equity Fund performed strongly in May with most of the stocks in the portfolios recording a positive return for the month. The Funds returned 4.8% and 3.4% respectively. The OC Micro-Cap Fund also enjoyed a solid month returning 2.4% which was ahead of the S&P/ASX Emerging…
Sam Cole, May 2018 - Fund Updates
April was a challenging month from an index relative perspective following a period of strong performance. The OC Premium Small Companies Fund and OC Dynamic Equity Fund both finished April down 0.1%, versus the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which were up 2.7% and 1.5%, respectively. The OC…
adminofoc, April 2018 - Fund Updates
FUND UPDATES | The first quarter of 2018 was a challenging environment for global equities, and domestic equities were no exception, with most indices falling during the quarter. Against this backdrop, our OC Premium Small Companies Fund and OC Dynamic Equity Fund posted a solid quarter returning +2.2% and +2.3%, outperforming the S&P/ASX Small Ordinaries…
Sam Cole, March 2018 - Fund Updates
FUND UPDATES | While February started with a sharp global stock market correction, which at one point saw the US S&P 500 down 10%, equity markets recovered strongly over the remainder of the month and the Australian small-cap benchmark, the S&P/ASX Small Ordinaries Accumulation Index, finished the month flat (+0.0%). Against this backdrop, our OC…