OC Funds Management
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Fixed Income (Debt and Bonds), Equity
Stage Focus
Growth, Late Stage, Pre-IPO
Geographical Focus
Australia
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Real Estate
- Materials
- Telecommunications
- Utilities
- Consumer Services
- Basic Materials
- Consumer Non-Durables
- Consumer Durables
- Capital Goods
Investment Size:
5,000,000 to 20,000,000 USD
Investor Details Founded: 2000
Established in 2000, OC Funds Management is a boutique Australian investment firm specializing in small and micro-cap equities. The firm offers investors access to high-quality, smaller companies with strong growth potential through its three portfolios: the OC Premium Small Companies Fund, the OC Micro-Cap Fund, and the OC Dynamic Equity Fund. These funds are designed to provide diversification and capital growth over the long term.
OC Funds Management employs a bottom-up, benchmark-unaware investment approach, focusing on companies with sustainable business models and attractive investment qualities. The firm is a signatory to the Principles for Responsible Investment (PRI), integrating environmental, social, and governance (ESG) considerations into its investment process. This commitment reflects the firm's dedication to responsible investment practices and its belief that companies with strong ESG policies may outperform their peers.
The firm's investment team comprises seasoned professionals with extensive experience in small and micro-cap investing. By partnering with Copia Investment Partners for distribution and client servicing, OC Funds Management can concentrate on its core investment activities, ensuring a focus on delivering superior investment outcomes for its clients.
Requirements
- Minimum initial investment: $5,000
- Minimum additional investment: $1,000
Contact
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Portfolio Companies
- Marketplacer
- Metigy
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