Robert Frost (B.Com., LLB)
Robert was appointed head of Small to Mid-Cap Investments in 2009 and has been a Portfolio Manager since joining OC Funds Management in 2001. Robert has been instrumental in formulating OC Fund’s investment philosophy and investment process which forms the backbone of the portfolio construction framework.

Prior to OC, Robert was a Senior Research Analyst with Austock Brokers specialising in small and mid-cap industrial companies. His responsibilities included business and industry analysis, financial modelling, and company valuation. Prior to that Robert worked in the derivative divisions of UBS in London and Rabobank in the Netherlands.

Sam Baillieu (B.Com.)
Sam is one of the founders of OC Funds Management and has been a member of the Investment Team since inception. Aside from his responsibilities as a Portfolio Manager, Sam is responsible for the strategic direction of OC Funds Management.

Sam has over 11 years experience in corporate finance, private equity, venture capital and property operations. Sam began his investment career in the research department of E.L. & C. Baillieu Stockbroking before leaving to pursue private equity interests which culminated in the founding of OC Funds Management.

Stephen Sedgman (B.Com.)
Stephen is the founder and head of OC Managed Accounts Pty Ltd (formerly Patriot Managed Accounts Pty Ltd). Stephen was also the co-founder of Patriot Asset Management Limited and Chairman of its Group Investment Team from July 2005 until the sale of the business in April 2010. In that period, Stephen led the investment team which achieved top level investment performance.

In 1985, Stephen established SPAL Management in partnership with merchant bank, Security Pacific. At the end of 1987, SPAL was the top performing pooled superannuation manager with a two-year compound annual return of 29%.

In 1982, Stephen was appointed Group Investment Manager of the Australian Eagle Insurance Group and took over responsibility for the Eagle Entrepreneur Fund. During Stephen’s tenure from 1982 to 1985 it was the top performing fund by a substantial margin on the annual Campbell & Cook (now Mercer) Survey. Prior to 1982 Stephen was a Portfolio Manager for National Australia Bank and Investment Manager for the Chamber of Manufactures Insurance Company.

Sam Cole (B.Com., GDipAppFin)
Sam joined OC Funds Management in March 2004 in a Marketing and Client Services role. Sam is responsible for the operational functions within OC Funds Management and is a key driver of OC’s marketing strategy.

Prior to joining OC Funds Management Sam was a Product Manager at Equity Trustees Limited for three years. His responsibilities included product development, marketing, managing performance analytics and client relationship management. Prior to that he spent a year in London working firstly for the Bank of New York and then for the Bank of Ireland.

Rob Calnon C.A. (B.Com., GDipAppFin)
Rob joined OC Funds Management as an Equities Dealer/Investment Analyst in 2007 and was promoted to Portfolio Manager in 2009. As part of the investment team, Rob has responsibility for specific industry sectors and analysis of individual stock positions. Rob performs in depth analysis and financial modelling of stocks based on company visits and reports, industry statistics, broker research and other information. Additionally, Rob is the equities dealer for the Premium, Dynamic and Concentrated Equity Funds.

Rob is a chartered account who qualified in KPMG's Melbourne tax practice (5 years) before moving to Sydney with Ernst & Young Corporate Finance (2 years) where he was a Manager in the Mergers and Acquisitions division. Prior to joining OC Funds, Rob spent 3 years with the Bank of New York in London as a Manager in the Investment Accounting division.

Stephen Evans C.A. (B.Com.)

After attaining his CA qualification, Stephen spent two years in London with the world’s largest listed hedge fund manager, Man Investments. This provided him with experience of complex product structuring, risk and investment systems and large scale funds management. Whilst at E.L. & C. Baillieu Stockbroking, Stephen undertook both in-depth statistical market modelling based on trend analysis, and provided financial modelling and research assistance for broker research and significant corporate transactions

Natalie Karras
Natalie Karras was appointed Office Manager/Head of Client Services in December 2009.