NEWS

Insights, October 2020 - Fund Updates
The OC portfolios rounded out a strong quarter with our key holdings continuing to track well from an operational perspective in an environment where the myriad unknowns, largely brought about by the COVID-19 pandemic, provide a challenging backdrop for stock-picking. The OC Premium Small Companies Fund and OC Dynamic Equity Fund finished the quarter up…
Insights, September 2020 - Fund Updates
The market continued to rally over the August reporting season with investors taking a ‘glass half full’ approach in casting aside another hard lockdown in Victoria and clusters of COVID-19 cases in both NSW and Queensland, as well as poor economic data across the globe, to instead focus on company results that exceeded our low…
Insights, August 2020 - Fund Updates
The new financial year carried over the positive momentum of the June quarter, albeit the domestic small-cap market was predominantly driven higher by resource stocks, particularly gold miners, with several surging to record highs during the month. The strong resources sector saw the S&P/ASX Small Ordinaries Accumulation Index finish the month up +1.4%, which was…
Insights, March 2020 - Fund Updates
The events of the February reporting season have been totally overshadowed by the emergence of the novel coronavirus (COVID-19 or ‘the virus’) which originated in the Hubei province of China but is now rapidly spreading across the globe. The overall reporting season was a solid one for OC Funds from a results perspective, but this…
Insights, February 2020 - Fund Updates
The new calendar year kicked off with a bang in January as domestic equity markets surged ahead on renewed optimism about the economic outlook, and the S&P/ASX 200 Index hit an all time high of 7,132 points. Even still, the near-term impacts of the bushfires and the emergence of the 2019 Novel Coronavirus (‘the Coronavirus’) weighed heavily…
Pablo Mones, January 2020 - Fund Updates
The OC Premium Small Companies and OC Dynamic Equity Funds both capped off the calendar year with a strong December quarter, finishing up +4.3% and +5.5% respectively. This was comfortably ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which returned 0.8% and 0.9% respectively for the quarter.…
Pablo Mones, December 2019 - Fund Updates
The OC Premium Small Companies and Dynamic Funds performed strongly in November on the back of solid AGM updates from many of our core holdings. The Funds both returned +3.8% which was well ahead of the 1.6% return of the S&P/ASX Small Ordinaries Accumulation Index for the month. The OC Micro-Cap Fund also beat its benchmark…
Insights, November 2019 - Fund Updates
The Australian small-cap and micro-cap market weakened slightly in October against a back-drop of mixed macro-economic signals, tentative progress on the US and China trade dispute and a swathe of negative earnings revisions in the small-cap space, which is not uncommon at this time of year with the AGM season in full swing. Despite the…
Pablo Mones, October 2019 - Fund Updates
The Australian equity market remained buoyant in the September quarter, with the small-cap index shrugging off an indifferent reporting season, mixed global economic data and a volatile geo-political environment to post positive returns. Falling interest rates across the globe continue to drive investor risk appetite and the stock market has been a key beneficiary. The…
Insights, September 2019 - Fund Updates
The August reporting season was a challenging one across the board in Australian small-caps with just 38% of stocks in the Small Ordinaries Index delivering positive EPS growth in the second half of FY19, the lowest number in a decade. The OC Premium Small Companies Fund and OC Dynamic Equity Fund returned -4.7% and -4.4%…