Fund update | September 2016
There was limited new stock-specific news in September and the investment team was busy meeting with the management of current and prospective holdings post the August reporting season.
The best performing stocks for the quarter for flagship portfolio, OC Premium Small Companies Fund, were unsurprisingly companies that released solid FY16 results and provided positive commentary about their future earnings prospects. These included Webjet, Ardent Leisure, MACA Limited and Mineral Resources.
View September 2016 reports