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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 - Market Update, News
ROBERT FROST | We have seen a plethora of analyses in recent weeks from investment banks such as UBS, Morgan Stanley and Citigroup sounding warning bells on the domestic housing market and data from the latest CoreLogic Home Value Index suggests that the Melbourne and Sydney markets are now firmly in retreat. Auction clearance rates…
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 - News, Uncategorized
New research by Money Management shows that OC Funds Management has its entire range of Funds in the top quartile of its peer group over the five years to the end of calendar year 2017. Each of its Funds, including the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund,…
Sam Cole, March 2018 - Podcast
PODCAST | Listen to Robert Frost as he talks with Livewire about his approach to small-caps investing, being wary of hot stocks and themes and why travelling can make you a better investor. Listen to podcast