After a very quiet January, market activity is back at full throttle, and the domestic economy is showing signs of life

After a very quiet January, market activity is back at full throttle, and the domestic economy is showing signs of life. The Reserve Bank of Australia (RBA) having recently upgraded its growth and inflation outlook for CY14 and adopted a neutral monetary policy bias for the first time in many months. However, the domestic economy still has its share of challenges as we attempt to navigate the air pocket caused by the decline in mining investment and await the ramp up in net exports which ought to be hastened by a falling currency. As such, the OC Premium Small Companies Fund still retains solid exposure to companies that can grow their earnings in a low growth environment such as M2 Telecommunications (MTU), Dominos Pizzas (DMP), Slater & Gordon (SGH), G8 Education (GEM) and Virtus Health (VRT). ?More here: (VIEW LINK)


3 topics

OC Funds Management (OC) is a boutique small cap specialist which was founded by its investment staff and non-executive directors. OC commenced operated in December 2000 with the launch of two long only small cap Australian equity funds, the OC...

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.