Isentia's growth outlook remains impressive
Isentia's growth outlook remains impressive. Recent IPO, iSentia (ISD), was one of the strongest performers for the Fund for the quarter (up 24.6%) after posting its inaugural result as a listed company. iSentia is a media intelligence company, providing real time information updates to corporate clients, allowing them to manage their brand and influence public opinion. The company serves over 5,000 clients across a diverse range of industries (including 87% ofthe top 100 ASX listed companies). It is the leading player in the media intelligence industry in both Australia and the relatively immature Asia Pacific region. The company's track record as an unlisted business suggests that it is resilient to the economic cycle and its growth outlook remains impressive.
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...
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