M2 Group (MTU) was a stock that had been polarising the market with some doubting the company's ability to generate organic growth and, in particular,...
OC Funds Management
M2 Group (MTU) was a stock that had been polarising the market with some doubting the company's ability to generate organic growth and, in particular, questioning whether the flagship Commander business was in decline. The FY14 result alleviated these concerns in showing that the Commander business is back on a positive trajectory following a flat H1 FY14 result and with management confirming that the Dodo and Eftel acquisitions have been strong contributors. Importantly, MTU delivered impressive organic subscriber growth with 121,000 net new services added during the year which ought to underpin FY15 earnings. The company has guided for FY15 NPAT growth of 15-20% and we remain confident that management will deliver at the top end of these expectations.
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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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