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NEWS

Insights, July 2019 - Fund Updates
The OC Premium Small Companies Fund and OC Dynamic Equity Fund finished the quarter in positive territory after returning +4.1% and 4.0% respectively, ahead of the Small Ordinaries Accumulation Index (+3.7%) but behind the Small Industrial Accumulation Index which returned +5.8% over the same period. The OC Micro-Cap Fund returned +8.1% for the June quarter,…
Insights, June 2019 - Fund Updates
“Sell in May and go away” so the saying goes, and it was again a challenging month across global equity markets in May. The simmering trade dispute between the US and China re-escalated and combined with political tensions between the US and Iran re-emerging and the threat of US tariffs on Mexican goods, global markets…
Insights, May 2019 - Fund Updates
Global markets continued to march higher in April and the domestic small cap market followed suit, continuing the strong rebound of equity markets across the globe in 2019. The OC Premium Small Companies Fund (+6.3%) bounced in April, well ahead of the S&P/ASX Small Ordinaries Accumulation Index which returned 4.1% and in line with the S&P/ASX Small Industrials Accumulation…
Insights, March 2019 - Fund Updates
FUND UPDATES | Following a strong recovery in January, equity markets moved higher again in February and the small cap indices have now recovered much of the ground lost in the final quarter of CY18. The February reporting season threw up a mixed bag of results across the Australian small company universe. Overall results were…
Insights, February 2019 - Fund Updates
FUND UPDATES | Following a challenging quarter across global equity markets, equities bounced strongly in January, with the OC Premium Small Companies Fund and the OC Dynamic Equity Fund returning 6.3% and 6.6% for the month. This was ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which returned 5.6%…
Insights, January 2019 - Fund Updates, News
FUND UPDATES | Whilst there have been several high-profile factors contributing to the risk off environment that has gripped global markets in recent months they all ultimately relate back to underlying concerns about the prospects for economic growth and earnings growth. Entering the new year, many of these uncertainties remain unresolved with ongoing trade and…
Insights, December 2018 - Fund Updates
FUND UPDATES | Equities remained weak in November as US-China relations continued to dominate market sentiment, overshadowing what was a generally an upbeat tone from Fund holdings during the October/November AGM period. The OC Premium Small Companies Fund and OC Dynamic Equity Fund returned -1.1% and -2.1% for the month, behind both the S&P/ASX Small…
Insights, 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…
Insights, 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…
Insights, 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…