These ASX shares are helping this fund manager smash the market

The OC Micro-Cap Fund has released its update for the month of January and revealed that it has extended its 12-month total return to an impressive 41.5%.

This means the small-cap focused fund is outperforming the S&P/ASX Emerging Companies Accumulation Index by 14% over the period.

Which ASX shares are performing for OC Micro-Cap? Here’s what you need to know:

One of the key contributors to its gains in January was buy now pay later provider Sezzle.

It recorded a gain of 30.6% during the month thanks to positive industry developments and its strong performance during the fourth quarter.

OC’s analysts commented:

“The +98% day one rise in the Affirm share price made the other listed BNPL providers look cheap in comparison,…