The OC Premium Small Companies Fund's holding in Sirtex Medical (SRX) was the standout in January, finishing the month 20.2% higher
OC Funds Management
The OC Premium Small Companies Fund's holding in Sirtex Medical (SRX) was the standout in January, finishing the month 20.2% higher. SRX is a medical device group whose primary objective is to manufacture and distribute liver cancer treatments. In early January, SRX announced quarterly dose sales for its key SIR-Spheres microspheres (targeted radioactive liver cancer treatment), which grew 18.7%. This was the 38th consecutive quarter of dose sales growth for SRX. Along with its product development pipeline, we continue to see many more quarters of growth ahead for Sirtex. Our recent decision to increase the cyclical exposure within the portfolio was rewarded in January with Servcorp (SRV), CSR Limited (CSR) and Fletcher Building (FBU) all posting gains of 5-10%. The OC premium small companies fund has a five-year track record of returning 24.7% per annum. The new monthly fund update is 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.
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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
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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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