Nga Lucas

OC Funds Management proudly announces the appointment of Nga Lucas to its investment team as Portfolio Manager for the OC Mid-Cap Fund. With over a decade at Australian Foundation Investment Company (AFIC) where she served as a Senior Investment Analyst, Nga brings a wealth of experience and expertise to her new role.

Bringing over two decades of investment experience in Australian equities, including 10 years on the sell-side working at Goldman Sachs and HSBC, Nga has demonstrated a successful track record in navigating equity markets. Her strategic insights, deep understanding of the Australian equity landscape, and excellent communication skills will undoubtedly enhance OC Funds Management’s newest venture.

“We are thrilled to welcome Nga Lucas to OC Funds Management,” said Robert Frost, Head of Investments at OC Funds Management. “Nga’s appointment reflects our commitment to attracting top-tier investment professionals to deliver outstanding results for our clients and strengthens our capabilities in the mid-cap space. She is a perfect fit for our team’s culture.”

The OC Mid-Cap Fund aims to capitalise on the growth potential of mid-sized companies, offering investors a diversified portfolio tailored to capture opportunities in this dynamic segment of the market. Nga’s leadership will be instrumental in shaping the Fund’s investment strategy.

“I am excited to join OC Funds Management and contribute to the development of the OC Mid-Cap Fund. The OC investment team is well known to me, and I see this as an exciting opportunity to leverage my investment expertise and contribute to the firm’s growth and success,” said Ms Lucas.

Ms Lucas’ appointment comes at a pivotal moment for OC Funds Management as they expand their product offerings and strengthen their investment capabilities. Her appointment reaffirms OC Funds Management’s dedication to providing innovative investment solutions that address the evolving needs of investors.

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Aaron Yeoh

Australian small companies specialist OC Funds Management is pleased to announce the appointment of Aaron Yeoh as Senior Investment Analyst, reporting to Head of Investment, Robert Frost.

Aaron will be responsible for research and analysis of Australian small and mid-cap companies and will add to the team’s coverage across a broad range of sectors, including consumer discretionary, industrials and information technology.

Aaron was previously a Research Analyst at Cooper Investors, where he was responsible for investing in Asian and global listed companies in consumer brands related sectors. Before that, Aaron worked in Equity Research at Goldman Sachs for over 5 years, where he was a highly regarded analyst in the emerging companies team focusing on a broad range of small to mid-cap companies. Early in his career, Aaron also held analyst roles at both National Australia Bank and Mutual Trust.

Rob Frost said “we are delighted to have Aaron join our team and believe he will align strongly with both our cultural values and our investment philosophy. Aaron brings significant insights from both his funds management and sell side research experience that will place the OC Funds team in an excellent position to continue to generate investment returns for our clients”.

Aaron will work across three key portfolios, the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund, all of which are rated Highly Recommended by ratings house Lonsec.  These funds are distributed by Copia Investment Partners and are available on most major Australian platforms.

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The OC Micro-Cap Fund aims to deliver investors strong long-term capital growth by investing in Australian and NZ companies with a market cap of less than $350 million.

Robert Frost, OC’s Head of Investments, said, “We’re pleased our micro-cap strategy is now available through two of Australia’s leading platforms. It gives financial advisers the opportunity to provide their clients access to a diverse range of compelling and often under-researched companies at the smaller end of the market.”

“With around 1,800 businesses on the ASX with a market cap of less than $350 million, there is ample opportunity to find stocks that have the potential to deliver investors meaningful long-term capital growth,” Frost said.

The announcement follows the Fund’s recent ‘Recommended’ rating from research houses Zenith and Lonsec.

Congratulating OC, Sam Baillieu, CEO of OC’s parent company, Copia Investment Partners, said “Robert and his team are committed and highly rated smaller companies investors, so it’s pleasing to see OC broaden its reach through these platform inclusions.”

At the end of June, the Fund delivered investors over one, three and five years 15.4%, 14.0% p.a. and 15.7% p.a., respectively.

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The strategy aims to deliver investors strong long-term capital growth by investing in Australian and NZ companies with a market cap of less than $350 million.

Robert Frost, OC’s Head of Investments, said, “After extensive due diligence, we are delighted Alpha awarded us the mandate. We look forward to working with Alpha and giving their clients access to a range of compelling companies at the smaller end of the market.”

Julien Brodie, Portfolio Manager at Alpha, added, “We were attracted to OC’s micro-cap strategy because of the calibre and experience of the investment team, its proven ability to outperform and propensity for lower downside capture, which resonates with our investment philosophy.”

The mandate follows the strategy’s recent ‘Recommended’ rating from research houses Zenith and Lonsec.

At the end of June 2017, OC’s micro-cap strategy delivered investors 15.8% p.a., 14.0% p.a. and 15.7% p.a. over one, three and five years, respectively.

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