After a very quiet January, market activity is back at full throttle, and the domestic economy is showing signs of life
OC Funds Management
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)
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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 Dynamic Equity Fund and the OC Premium Small Companies Fund. in 2003 it launched its third product, the OC Concentrated Equity Fund. The Funds are managed by a highly experienced and well resourced team, lead by Robert Frost, with risk management heavily ingrained through all stages of the investment process. OC are in partnership with Copia Investment Partners who are the Responsible Entity and provider of all non investment related services to allow the investment team to focus on what they do best - investing.
OC Funds Management
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
OC Funds Management
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
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