OC’s Premium Small Companies portfolio is designed to deliver strong long-term returns by investing in quality small to mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.

The Fund combines the skills of highly experienced small company investors with a limited fund size and an objective of providing above market returns over the medium term.

The Fund provides exposure to an actively-managed portfolio of global securities, primarily through Exchange Traded Funds (ETFs) and stocks listed on international stock exchanges such as the New York Stock Exchange and the NASDAQ.

The Fund seeks efficient index exposure with an active edge.

Since inception in 2016 the high conviction, deep value and uniquely contrarian Collins St Value Fund has achieved an 13.25% p.a. net of fee return underpinned by an unconstrained Australian equities mandate and a zero fixed fee remuneration arrangement.

The Mawson Market Neutral Managed Portfolio aims to out-perform the MSCI AC World Net Index over a 3 year period before fees. (For Wholesale Investors Only)

Invest in quality and undervalued global technology companies using Morningstar’s expertise.

Preserving Confidence, Producing Results.

The principal objective of the Fund is to grow investor wealth over the long-term while maintaining a capital preservation focus by investing in a portfolio of Australian and International securities (For Wholesale Investors Only)

High conviction portfolio of well researched investments aim to deliver absolute returns balanced with capital preservation. The experienced team use traditional fundamental based quantitative and qualitative analysis.

Late-stage drug development program for Obstructive Sleep Apnea. (For Wholesale Investors Only)

A specialised Agriculture and Food Investment Fund which will achieve superior returns by investing in listed and unlisted companies operating in the Agriculture and Food industries. (For Wholesale Investors Only)

Long term investors in Asian listed equities (For Wholesale Investors Only).

The Fund invests principally in listed (or soon to be listed) international equities, will typically have 45 to 75 holdings and can invest in developed and emerging markets.

Companies are staying private for longer and the fund provides access to a portfolio of leading, privately owned growth companies.