OC finalist in 2016 Morningstar Awards
Boutique Australian equities small-caps manager, OC Funds Management, has been named a finalist in Morningstar’s ‘Undiscovered Manager, Australia’ category for 2016. According to Morningstar, finalists in this category possess strong investment capabilities, are yet to achieve wide market recognition and have the ability and opportunity to build a successful long-term track record.
Commenting on the nomination, Sam Baillieu, Chief Executive Officer of Copia Investment Partners, said, “It’s pleasing to see OC recognised for its strong investment management capabilities and process. Rob is an outstanding investment professional and leads a highly rated team comprising Robert Calnon and Stephen Evans, who collectively have over four decades of experience. Since the inception of its flagship portfolio, the OC Premium Small Companies Fund, the team has delivered investors top-quartile returns."
"On behalf of Copia, I’d like to wish OC the best of luck at the awards ceremony next month,” Baillieu said.
Winners will be announced on 4 March at the 2016 Morningstar Awards in Sydney.
Copia Investment Partners is the distribution, marketing and administration partner of OC Funds Management.