Two of the OC Premium Small Company Fund's better performers for the month have exposure to the improving global economy
Two of the OC Premium Small Company Fund's better performers for the month have exposure to the improving global economy. Serviced office provider, Servcorp (SRV) has operations spanning Asia, Europe, the Middle East, US and Australia. With increasing business confidence in most of its key international regions, management is expecting growth in the coming years. We believe it continues to offer good value despite its recent gains. Leisure and entertainment provider, Ardent Leisure (AAD), is experiencing strong growth from US based Main Event business. Main Event complexes are predominantly in Texas and offer customers entertainment in the form of bowling, laser tag, mini golf, arcade games and dining. The concept is proving popular with family and corporate groups and Ardent has plans to significantly expand the Main Event footprint across the Sun Belt states with sites under development in Georgia, Oklahoma, Arizona and Texas. Full report here: (VIEW LINK)
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...
No areas of expertise