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)