Ophir manages investment capital on behalf of a range of investors including institutional superannuation funds,
family offices, private wealth groups and individual investors.
The High Conviction Fund is a long-only, small and mid-cap equities fund. The Fund typically holds 15-30 companies listed outside the S&P/ASX 50, providing investors with a concentrated exposure to a high quality portfolio of Australian companies.
We are committed to offering our clients high performing investment strategies, underpinned by a value proposition common across all the Ophir Funds:
We offer capacity-constrained, benchmark-unaware investment funds focused on growth companies within the small and mid-cap equities space;
We employ a fundamental, bottom-up research approach to identify businesses with the ability to meaningfully grow and compound earnings over time;
We ensure alignment with underlying investors via the Portfolio Managers making significant personal investments alongside unitholders with the Ophir Funds.
The monthly ‘Ophir Letter to Investors’ provides readers with a comprehensive overview of the performance of each Ophir Fund, our current investment insights and broader portfolio commentary.