OCM Gold Atlas
OCMAX
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- OCM Gold Fund Atlas Class (OCMAX) is an actively managed open-end mutual fund that principally invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of domestic and foreign companies of any market capitalization engaged in all sectors of the gold mining and precious metals industries, including major producers, intermediate and junior producers, exploration and development companies; the fund employs a value-oriented approach focused on companies growing production and reserves on a per-share basis with disciplined return on capital, supplemented by special growth opportunities within the sector, while maintaining historically low portfolio turnover of less than 10% annually for tax efficiency. Headquartered at 2600 Kitty Hawk Road, Suite 119, Livermore, California 94551, the fund is managed by Orrell Capital Management (OCM), a boutique SEC-registered investment adviser founded in 1991 that specializes in the precious metals mining industry; portfolio manager Gregory Orrell has overseen investments since February 1988, leveraging over three decades of experience as a broker, investment banker, and sector specialist, with the Atlas Class share launched on March 31, 2010. The fund, which is non-diversified and categorized under Equity Precious Metals with a mid-growth investment style, targets investors seeking long-term capital growth, portfolio diversification, and a hedge against monetary debasement through global exposure to the precious metals sector; it is distributed by Northern Lights Distributors, LLC, with total net assets of approximately $115-140 million, an adjusted expense ratio of 1.88%, and no minimum initial investment beyond $1,000. Recent developments include sustained strong performance with 1-year returns exceeding 40% as of mid-2025 relative to category benchmarks, ongoing portfolio management emphasizing resilient miners amid gold market volatility, and publication of updated fact sheets and summer 2025 presentations highlighting sector opportunities such as production expansions and market cap comparisons to peers; no major acquisitions, funding rounds, partnerships, or structural changes have been announced in the last 1-2 years, reflecting stable operations under OCM's long-tenured leadership.