Robert Frost

Blue Sky Alternative Investments Limited continued to re-rate following an excellent FY17 result that came in at the top end of their guidance range. Blue Sky had been largely under the radar of institutional investors but has become much better understood as a result of improved recent disclosure from management... Show More

OC Funds Management

Two of the OC Premium Small Company Fund's better performers for the month have exposure to the improving global economy. Serviced office provider, Servcorp (SRV) has operations spanning Asia, Europe, the Middle East, US and Australia. With increasing business confidence in most of its key international regions, management is expecting... Show More

OC Funds Management

OC Premium Small Companies Fund added Select Harvests (SHV) and Ingenia (INA) to the portfolio in the March quarter. Select is an almond producer which grows, processes and packages almonds from its orchards. Ingenia Communities Group is a company that owns, manages and develops a diversified portfolio of seniors living... Show More