A review of OC Funds Management’s OC Premium Small Companies Fund, has seen Lonsec give the fund its highest rating.
The boutique funds manager holds $500 million in funds under management, which OC Funds Management head of investments, Robert Frost, said was combined with a scalable strategy which make it capable of managing more for new and existing investors.
In its recent report, Lonsec noted the fund represented “an appealing combination of a specialist small-cap team led by a highly experienced and motivated portfolio manager applying a tailored company research approach which has translated to an impressive performance record”.
While Copia Investment Partners chief executive, Sam Baillieu, OC’s distribution partner described the Lonsec’s decision to upgrade the fund to “highly recommended”, as “a fantastic, well-deserved result and a positive endorsement” of the team.
“It is a testament to their proven process and strong long-term track record,” he said.
