At Ophir, when we invite individuals and institutions to ‘invest with us’, the offer carries two distinct meanings.
The first is an invitation to entrust your capital with the Ophir team and the extensive experience and track record the investment managers bring with them in delivering long term outperformance in the small and mid-cap space.
We’re also inviting you to invest alongside our own personal investments. The Ophir Funds represent the only liquid investment of the Senior Portfolio Managers and their families, ensuring close alignment between investors and managers.
Direct investment in The Ophir Funds requires all investors to be classified as either Sophisticated or Professional Investors. The Funds are also available via a small number of investment wrap platforms – retail investors should contact their Financial Advisors for more information. The minimum direct investment in the Ophir Funds is $100,000.
To request information and documentation on the Ophir Fund’s currently available for investment, please complete the form below.
Due to capacity constraints additional investments are not currently available in the Ophir Opportunities Fund and Ophir High Conviction Fund.
For institutional investors and financial advisors looking for further information on how to access the Ophir Funds, please contact Investment Director Rob Saunders on firstname.lastname@example.org or (02) 8188 0397.
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.