Oc Funds Management

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  • Is there a trade-off between fund size and performance?

    October 2017 | Roger Walling, Portfolio Manager at Ralton, talks to Alan Kohler's Constant Investor about his views on fund capacity and its potential impact on returns.  
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  • Ralton High Yield SMA upgraded to Recommended by Lonsec

    October 2017 | Lonsec has awarded the Ralton High Yield Australian Shares SMA its 'Recommended' rating following a review of the SMA provider's portfolio in September 2017. In its review, Lonsec highlighte...
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  • Retailers need to bite bullet to become Amazon-fit

    October 2017 | Retailers who prioritise protecting their share price ahead of investing to become Amazon-fit will be hardest hit by the online retailer's arrival, says veteran fund manager, Andrew Stan...
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  • WHITE PAPER | Survivor: The Amazon, may the best prepared win

    October 2017 | Amazon’s planned entry into the Australian market has generated intense speculation about the outlook for incumbent players. While Amazon will undoubtedly take some retail share, our re...
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  • VIDEO | What to look for in a managed account

    September 2017 | Watch Roger Walling, Portfolio Manager at Ralton, as he discusses what to look for in managed accounts and how SMAs can deliver positive outcomes for financial advisers and investors.&...
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  • Portfolio update | August 2017

    September 2017 | The S&P/ASX 300 Accumulation Index made a small gain in August, finishing 0.75% higher for the month. Strength in Energy and Consumer Staples added value to the benchmark, with Te...
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  • Positive outlook for Worley Parsons

    September 2017 | Worley Parsons' FY17 profit result confirmed a stabilisation in revenues, improved cash flows – including the collection of outstanding payments from various sovereign clients –...
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  • Turn off the light: Australia's rising energy costs

    September 2017 | “Turn off the light!” Who remembers this from their childhood? Such recollections are now haunting the boardrooms of Australia’s corporates as our energy-rich na...
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  • Good design can make SMAs a winner

    September 2017 | There is no question financial advisers are increasingly turning to separately managed accounts (SMAs) as an investment vehicle of choice. As a specialist SMA provider, Ralton has been...
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  • Vicinity Centres board embarks on share buy-back

    September 2017 | Shares in retail real estate investment trust (REIT), Vicinity Centres (ASX:VCX), rallied in July, supported by an upward revaluation of its property portfolio and the announcement of a sha...
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  • WEBINAR | What to look for in an SMA | 12.30pm 13 Sep

    IMAP WEBINAR | 12.30pm Wednesday 13 September 2017 | Join Roger Walling, Portfolio Manager at Ralton, as he discusses the fundamental differences between the way an SMA should be designed and managed compar...
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  • Nufarm sows seeds for future growth

    August 2017 | Recent dry weather conditions in the United States have weighed on global agricultural stocks, providing us with an opportunity to add a small position in agricultural specialist Nufarm Ltd (A...
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  • Ainsworth turnaround gains traction

    August 2017 | Shares in gaming machine manufacturer, Ainsworth Game Technology, continued their rally during July, reflecting investors' conviction the turnaround is gaining traction. Industry feedback con...
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  • Governance and why it's critical to how we invest

    August 2017 | When investing your money in a public company, you are trusting company management to do the right thing by you. So, assessing a company’s governance should be and is a critical componen...
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  • Portfolio update | July 2017

    August 2017 | It was a flat month for the S&P/ASX 300 Accumulation Index returning 0.01% in July, as most companies were in blackout in the lead-up to reporting season in August. Strength in Materials a...
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  • Portfolio Update | June 2017

    July 2017 | Large-cap Australian equities.  The S&P/ASX 300 Accumulation Index finished the financial year up 13.8%, although the market lost ground in the June quarter, falling 1.6%. Strengt...
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  • Managed funds being 'dressed up' as managed accounts

    July 2017 | Advisers are increasingly using SMAs that replicate managed fund model portfolios, but they could be exposing clients to large tracking errors, warns Ralton Asset Management.
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  • Amazon set to disrupt Australian retail

    July 2017 | Amazon has been a disruptive force to retailers all over the world.  We expect its arrival on Australian soil will make it a disruptive force to all retailers here as well over the coming d...
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  • Fisher & Paykel Healthcare delivers solid profit growth

    June 2017 | Designer and manufacturer of respiratory equipment, Fisher & Paykel Healthcare (ASX:FPH) posted a strong profit result for the FY17 financial year, including a near 20% growth in profit to s...
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  • Boral cements Headwaters deal

    June 2017 | Boral shares (ASX:BLD) rose again last month as investors continue to focus on the fundamentals of the US-based Headwaters acquisition. Boral received US regulatory approval for the t...
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  • Caltex adds value, continues Foodary roll-out

    June 2017 | Caltex (ASX:CTX) shares added value in May as investors began to revisit this name. We bought the stock early this year when the share price fell after the loss of the Woolworths petrol station...
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  • Portfolio update | May 2017

    June 2017 | The S&P/ASX 300 Accumulation Index lost ground in May, falling 2.74%. Strength in Industrials and Telecommunications was not enough to offset weakness in other sectors, principally Financial...
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  • AI delivers Computershare efficiencies

    May 2017 | Shares in IT company, Computershare Limited (CPU, +4.8%), rose during the month following a positive investor briefing. Highlights of the briefing were the continued progress in CPU’s ...
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  • Portfolio update | April 2017

    May 2017 | The S&P/ASX 300 Accumulation Index added 0.98% for the month of April with Industrials and Healthcare the top-performing sectors.  Our Australian shares portfolio outperformed its bench...
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  • Costa increases profit guidance

    April 2017 | Shares in horticultural company, Costa Group (ASX:CGC), rallied after the company announced both an increase in profit guidance for the current year and a $65m expansion of its mushroom farm at...
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  • Aristocrat upgrades profit growth

    April 2017 | Shares of gaming company, Aristocrat Leisure (ASX:ALL), rallied after management upgraded profit growth for the coming year to between 20-30% at the AGM in late February. Although Aristocrat d...
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  • Japara takes care of Australia's ageing population

    April 2017 | Aged-care operator, Japara Healthcare (ASX:JHC), provides exposure to the strong thematic of Australia's ageing population and its need for high acuity care that many Australians will require. ...
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  • Portfolio update | March 2017

    April 2017 | The S&P/ASX 300 Accumulation Index added 4.71% for the March quarter, with Health Care and Utilities the top-performing sectors. Telecommunications was the only sector to record a nega...
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  • Caltex well capitalised to acquire, invest

    March 2017 | Caltex has undergone considerable structural change in recent years, with the business shifting from being a capital-intensive refiner, toward a more capital-light operation, focused on fuel re...
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  • AGL benefits as power prices rise

    March 2017 | A rise in electricity prices has been the main driver of AGL's share price with the 'forward curve' for electricity prices rising 30% or more in recent months for most Australian states. This h...
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  • Portfolio update | February 2017

    March 2017 | The S&P/ASX 300 Accumulation Index pushed higher in February, gaining 2.2%, with Consumer Staples and REITs the top performing sectors. At the end of February, Ralton's flagship ...
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  • Computershare continues its rally

    March 2017 | Share registry business, Computershare (ASX:CPU), continued its rally from the fourth quarter of last year into 2017, adding value to Ralton's Australian Shares portfolio.  The key driver...
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  • Investment foresight lifts CSL profit

    February 2017 | Blood plasma producer, CSL (ASX:CSL), upgraded its profit forecasts in January and it is now targeting 18-20% profit growth in constant currency for FY17. CSL attributed the profit uplift to...
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  • New Origin CEO plans asset IPO

    February 2017 | Energy company, Origin Energy (ASX:ORG), added value in January, with the stock up 73% from its level a year ago. We see several drivers for the recent outperformance: a) delivery of two LNG...
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  • Portfolio update | January 2017

    February 2017 | The S&P/ASX 300 Accumulation Index recorded a modest fall in January, -0.77%. Materials and Healthcare were both up solidly, however Real Estate and Industrials were both down for t...
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  • Portfolio update | December 2016

    January 2017 | Buoyed by the optimism around global growth under the next US President, the S&P/ASX 300 Accumulation Index finished the December quarter up 4.9%. For the calendar year, it added 11.8% co...
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  • Portfolio update | November 2016

    December 2016 | The S&P/ASX 300 Accumulation Index rose 2.80% in November, buoyed by the optimism around global growth under the next US President. Financials and Energy were the top-performing sec...
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  • Going for gold

    December 2016 | Gold miner, Evolution Mining (ASX:EVN), has a strong capital position and across its portfolio of assets, mining costs are heavily biased to the first and second quartile of global productio...
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  • IPL ammonia plant handover marks positive turn in cash flows

    November 2016 | In October, Incitec Pivot (ASX:IPL) announced the completion and handover of its Louisiana ammonia plant (known as “Waggaman”), which is a key milestone for the group. Shares in ...
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  • Portfolio update | October 2016

    November 2016 | The S&P/ASX 300 Accumulation Index lost ground in October, falling 2.17% for the month. The Financials and Materials sectors both gained ground, with Healthcare and Information Tech...
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  • Portfolio update | September 2016

    October 2016 | Markets added value in the September quarter with the S&P/ASX 300 Accumulation Index up 5.2%, continuing the gains since the lows of February. Consumer Staples and Materials (largely reso...
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  • Ainsworth invests in business for future growth

    October 2016 | Gaming machine manufacturer, Ainsworth Game Technology (ASX:AGI), has recently welcomed European domiciled, Novomatics, to its share register after acquiring founding shareholder, Len Ainswor...
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  • 7% cash-covered yield: DUET Group

    October 2016 | Utility assets owner, DUET Group (ASX:DUE), owns a series of long-life infrastructure assets including the Dampier to Bunbury Pipeline (DBP) and gas and electricity networks in south east Aus...
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  • Real success in US for Orora

    September 2016 | Package manufacturing and distribution business, Orora (ASX:ORA), added to Ralton's flagship Australian Shares portfolio during August with shareholders benefiting from a clean set of profi...
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  • Clean set of results for Cleanaway

    September 2016 | Sustainable waste management services company, Cleanaway Waste (ASX:CWY), added 32.2% to Ralton’s flagship Australian Shares portfolio during August after rallying strongly on a clean...
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  • Portfolio update | August 2016

    September 2016 | The S&P/ASX 300 Accumulation Index decreased 1.56% in August, retracing part of July's gain. Information Technology was the strongest sector, followed by Energy, with most sectors ...
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  • Lower long rates drive Macquarie Atlas Road shares

    August 2016 | Shares in global toll road developer and operator, Macquarie Atlas Roads (MQA), rose in July, as did many other ‘bond-sensitive’ stocks. This was driven by lower long rates (global...
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  • Portfolio update | July 2016

    August 2016 | Markets started the 2016/17 financial year strongly with the S&P/ASX 300 Accumulation Index recording a 6.4% gain. All market sectors were positive with Consumer Staples and Consumer ...
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  • Aristocrat: 20% upgrade to profit guidance

    August 2016 | Following a 20% upgrade to profit guidance for the 2016 financial year, Aristocrat Leisure (ASX:ALL) added significant value to the Ralton Australian Shares portfolio. The profit uplift was dr...
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  • Crate washing, pooling and new acquisition boost Pact Group shares

    August 2016 | Shares in Pact Group were boosted by two significant announcements during the June quarter both of which focused on ‘crate washing’, which involves end-to-end management of a custo...
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  • Boral rebuilds business: Kane

    July 2016 | Boral Managing Director, Mike Kane, has done a good job restructuring the group and the business is positioned to benefit from: a) the coming east coast rail and road infrastructure spending sur...
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  • Portfolio update | June 2016

    July 2016 | Despite Brexit-driven market volatility causing a market fall near the end of June, the S&P/ASX 300 Accumulation Index finished the quarter up 3.98%. The Healthcare and Materials sector...
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  • Global and domestic growth opportunities for Computershare

    July 2016 | Following Computershare’s (CPU) investor day, we added CPU to the Ralton High Yield Australian Shares portfolio. Investor concerns in recent times have focused on low growth from CPU&rsquo...
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  • Regulatory change to benefit Sonic Healthcare

    June 2016 | In a somewhat unusual outcome, Sonic Healthcare (ASX:SHL) was a beneficiary of regulatory change in Australia in May. Your local GP, if they have a pathology lab on site, has likely been re...
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  • Steadfast's continued investment 'impressive'

    June 2016 | Ralton acquired a small position in Steadfast Group (ASX:SDF), Australia’s largest general insurance broker – a service provider and equity investor for insurance brokers in Aus...
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  • Continued growth delivers profit uplift: Aristocrat

    June 2016 | Aristocrat Leisure Limited (ASX:ALL) added significant value to the Ralton Australian Shares portfolio following a 20% upgrade to profit guidance for the 2016 financial year. The profit uplift w...
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  • QBE better positioned to produce reliable profit growth

    June 2016 | A well-received investor briefing in May, together with a currency tailwind from the falling Australian dollar, drove QBE Insurance Group (ASX:QBE) shares higher in May. After several years of r...
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  • Portfolio update | May 2016

    June 2016 | The RBA lowered the cash rate in May for the first time in 12 months to 1.75%, with the resulting rally in Australian bonds underpinning a demand for equities. The S&P/ASX 300 Accumulat...
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  • Making sense of Chinese data

    June 2016 | Listen to Andrew Stanley, Head of Australian Equities at Ralton, discuss how Australian investors can make sense of data from China.
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  • Rain precipitates Graincorp share price rebound

    June 2016 | Shares in Graincorp (ASX:GNC) rebounded from recent lows most likely due to the rains that started to arrive near the end of April in key growing areas. Over the next few months, investors ...
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  • Aurizon looks set to achieve longer-term targets

    May 2016 | Following a pull-back in the share price, we added Aurizon Holdings (ASX:AZJ) to the portfolio (AZJ is the former QR National or QLD railway company). AZJ has two key divisions, consisting of bas...
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  • iSelect regaining momentum

    May 2016 | Shares in comparison website, iSelect (ASX:ISU), continued their recovery from January lows. With a new management team in place since last October, the business appears to be regaining momentum....
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  • Portfolio update | April 2016

    May 2016 | The Australian share market continued its rebound in April from its mid-February lows, with the S&P/ASX 300 Accumulation Index adding 3.34% for the month. Both the Materials and Energy sector...
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  • IOOF Investments awards Ralton institutional mandate

    May 2016 | Boutique Australian equities value manager, Ralton Asset Management, has been awarded an institutional mandate by IOOF Investments. “We are pleased to have been chosen by IOOF to manage la...
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  • Supportive commentary from Russia, Saudi Arabia positive for Origin

    May 2016 | Origin Energy (ASX:ORG) was boosted by a relatively clean-half year result in February. The energy market business delivered good growth with margin expansion in ORG’s domestic gas retailin...
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  • Asian tourist influx likely to benefit Star

    April 2016 | Star Entertainment Group (ASX:SGR) was a strong contributor to the Ralton Australian Shares portfolio during the March quarter, adding value in a volatile market. Half-year profit results were ...
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  • Emerging markets remain critical for Amcor’s success

    April 2016 | Amcor Limited (ASX:AMC) finished the March quarter higher after a strong profit result for the half year, a result that highlighted the strength of AMC’s global packaging offer and the cu...
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  • Portfolio update | March 2016

    April 2016 | The Australian share market had a volatile start to 2016, with the S&P/ASX 300 Accumulation Index falling through January to February and recovering some gains at quarter end. March sa...
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  • Brambles: management boosts investment, supports customer growth

    March 2016 | Reporting season for corporates was a key driver of stock movements for February. Brambles Limited’s (ASX:BXB) global transport business produced a solid profit result for the first half ...
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  • Finding value in companies that invest

    March 2016 | For some time, Ralton has been concerned about distortions in the way corporates elect to invest capital. Specifically, we would highlight the rise in dividend payout ratios from the liste...
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  • Portfolio update | February 2016

    March 2016 | The Australian market had a difficult month during February, with the S&P/ASX 300 Accumulation Index falling 1.72%. Falls in the Financials and Consumer Staples sectors were offset by large...
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  • Tumultuous start to Year of the Monkey

    February 2016 | The Chinese Year of the Monkey has started in a tumultuous way for investors in a range of asset classes. Australian equities have been dragged along in the wake of a number of major macro h...
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  • Portfolio update | January 2016

    February 2016 | During the month, several stocks in Ralton's portfolios were impacted by swings in external factors, such as pricing of their outputs or investment returns. 
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  • CSL: product pipeline to fuel growth

    January 2016 | With a now $AUD50bn market cap, CSL has grown strongly over many years, benefiting from ongoing demand growth for its mainstay plasma products. At the same time, CSL has invested heavily in r...
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  • PERFORMANCE UPDATE | DECEMBER 2015

    January 2016 | The December quarter was a positive one for the Australian share market, rounding out a mixed year for the index. The S&P/ASX 300 Accumulation Index (including dividend) returned 2.8...
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  • Portfolio update | November 2015

    December 2015 | During November, Ralton’s Australian Shares portfolio added 0.56%, outperforming the S&P/ASX 300 Accumulation Index by 1.24%. Ralton sold its holding in Asciano during the month, w...
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  • Ralton boosts investment team

    December 2015 | Ralton Asset Management added to its investment team during November on the back of the manager’s continued growth. Olga Kosciuczyk joined as an Investment Analyst to support Andrew St...
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  • Reaping rewards after successful turnaround: ALL

    December 2015 | Aristocrat Leisure (ALL) is now well positioned after a restructure driven by CEO, Jamie Odell. ALL has invested heavily in product content across its various divisions over the past fe...
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  • Portfolio update | October 2015

    November 2015 | During the month, Ralton added back AMP to the Australian Shares portfolio with the stock offering reasonable value and a solid, likely growing dividend yield. Rebounding off recent low...
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  • Ralton adds back AMP | Virtus Health adds 16.2%

    November 2015 | During the month, Ralton added back AMP to the Australian Shares portfolio with the stock offering reasonable value and a solid, likely growing dividend yield. Rebounding off recent low...
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  • In search of fallen angels

    October 2015 | Ralton has successfully run managed accounts for a long time. As a value manager, Andrew Stanley constantly looks for shares that are mispriced: the turnaround stories, 'fallen angels' or 'un...
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  • Portfolio update | September 2015

    October 2015 | Ralton’s Australian Shares, High Yield Australian Shares, Smaller Companies and Leaders managed accounts all outperformed their respective benchmarks during the September 2015 quarter, ...
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  • Seeing value in globally exposed industrials

    October 2015 | Andrew Stanley, Head of Australian Equities at Ralton Asset Management, sees value in globally exposed industrials that are investing for the future.
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  • Portfolio update | August 2015

    September 2015 | August was one of the most tumultuous periods we have seen in the Australian market for many years. The market had fallen back to the level it last saw in December 2014. We had be...
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  • Tumultuous month in Australian market: China, Fed

    September 2015 | August was one of the most tumultuous periods we have seen in the Australian market for many years. The market had fallen back to the level it last saw in December 2014. We had be...
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  • Renminbi devaluation underway

    August 2015 | China shocked the world last week by allowing the renminbi to devalue by a small amount for three consecutive days. Unsurprisingly, commentators began asking whether this was a sign of cr...
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  • What could happen in China which is not factored into our markets yet?

    December 2014 | The Chinese government has recognised the need to transition the country’s growth model from debt-driven fixed-asset investment to a more sustainable household consumption model. In ou...
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  • Portfolio update | July 2015

    August 2015 | The S&P/ASX 300 Accumulation Index added 4.31% for July with Healthcare and Consumer Staples the top performing sectors. The Materials sector, weighed down by resource stocks was the only ...
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  • Ralton June 2015 Quarterly Reports

    July 20th, 2015 The S&P/ASX 300 Accumulation Index finished down 6.48% for the June quarter, with Financials and Consumer Staples the key detractors.  Bank in particular wieghed on the market's re...
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  • Ralton May 2015 Monthly Reports

    June 16th, 2015 The S&P/ASX 300 Accumulation Index added 0.43% for May with Industrials and Information Technology the top performing sectors. Financial stocks, weighed down by the index heavy banking ...
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  • Ralton April 2015 Monthly Reports

    May 20th, 2015 The S&P/ASX 300 Accumulation Index was down 1.65% for April, with most sectors in negative territory for the month. The index heavy banking sector in particular weighed on the market's p...
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  • Ralton March 2015 Quarterly Reports

    April 15th, 2015 The S&P/ASX 300 Accumulation Index was largely flat for the month of March, rounding out the March quarter with a 10.31% gain. The Financials and Utility sectors were strong performers...
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  • Ralton February 2015 Monthly Reports

    March 17th, 2015 The S&P/ASX 300 Accumulation Index continued its strong start to the calendar year, adding to January's gains with a 6.92% rise in February. All market sectors made a positive contribu...
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  • Ralton January 2015 Monthly Reports

    February 16th, 2015 The S&P/ASX 300 Accumulation Index started the year with a gain of 3.22% for January, with Consumer Discretionary and Telecommunications the two best performing sectors.
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  • Ralton December 2014 Quarterly Reports

    January 21st, 2015 The S&P/ASX 300 Accumulation Index finished the year with a gain of 2.04% for December, with Healthcare and Telecommunications the two best performing sectors. For calendar year 2014...
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  • Ralton November Monthly Reports

    December 16th, 2014 The S&P/ASX 300 Accumulation Index finished November in the red, posting a 3.24% loss, weighed down by the heavy falls in both the Energy and Consumer Staples sectors. Telecommunica...
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  • Ralton October 2014 Monthly Reports

    November 12th, 2014 The S&P/ASX 300 Accumulation Index rebounded strongly in October, posting a 4.27% gain with Financials and Telecommunications the top performing sectors. Energy was the main detract...
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  • Ralton September 2014 Quarterly Reports

    October 16th, 2014 Despite a strong start, the S&P/ASX 300 Accumulation Index recorded a loss of 0.56% for the September quarter. The top performing sectors were Healthcare and Telecommunications.
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  • Ralton August 2014 Monthly Reports

    September 18th, 2014 The August reporting season saw the share market make modest gains, as the S&P/ASX 300 added 0.64%. Energy and Healthcare were the best performing sectors.
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  • Ralton July 2014 Monthly Reports

    August 21st, 2014 In the lead up to the August reporting season July was a strong month for the sharemarket, as the S&P/ASX 300 added 4.41%. Materials and IT were the best performing sectors.
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  • Ralton June 2014 Quartely Reports

    July 15th, 2014 For the 12 months to 30 June 2014 the S&P/ASX300 accumulation index was up 17.3%. However, the S&P/ASX300 accumulation index fell 1.5% in June, its first month of negative returns s...
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  • Ralton May 2014 Monthly Reports

    June 17th, 2014 The Australian share market continued to move higher during May with the S&P/ASX300 accumulation index rising by 0.7% for the month. The US S&P500 hit a new record high during the m...
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  • Ralton April 2014 Monthly Reports

    May 19th, 2014 The S&P/ASX300 accumulation index added 1.7% for April, building on the gains of the first quarter. Global equity markets were typically positive, although the Japanese Nikkei was the cl...
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  • Ralton March 2014 Quartely Reports

    April 16th, 2014 The S&P/ASX300 accumulation index was essentially flat across March returning just +0.2% for the month, although still +2.0% for the quarter. Global equity markets ended the quarter li...
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  • Ralton February 2014 Monthly Reports

    March 18th, 2014 The Australian share market performed strongly during February in response to a surprisingly positive reporting season, outperforming the US market for the second consecutive month.
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