B. EC (HONS), MAPPFIN
B. EC (HONS), MAPPFIN
An investment in the Ophir Funds provides our investors with the opportunity to access the knowledge, experience and investment process of a portfolio management team with a track record of delivering superior long term outperformance for over 10 years.
Andrew has over 15 years’ experience in portfolio management of listed companies, stockbroking and economic analysis. Prior to co-founding Ophir, Andrew worked from 2007 to 2011 as a portfolio manager at Paradice Investment Management on a fund concentrating outside the ASX 150. This fund outperformed the Small Ordinaries benchmark by approximately 20% p.a. over the 4 years to June 30 2011 and beat all of 160 long-only Australian equity funds covered by the Mercer Survey.
Before joining Paradice, Andrew worked at CommSec Institutional Equities as a Small Caps Analyst and Economist from 2005-2007. From 2002-2005, Andrew worked as a Policy Analyst at the Commonwealth Department of the Treasury with the principal role of updating the Federal Treasurer on economic developments within the Asian region.
Andrew has an Economics Degree with Honours from Adelaide University and a Master of Applied Finance from the Financial Services Institute of Australia.
Steven has over 20 years’ experience in portfolio management of listed companies and management consulting. Prior to co-founding Ophir Steven worked with Andrew Mitchell as a portfolio manager at Paradice from 2009 to late 2011. His portfolio management experience also includes a successful track record managing portfolios at Credit Suisse Asset Management (2007-2009), ING Investment Management (2004-2007) and Macquarie Asset Management (2002-2004).
Prior to joining the funds management industry Steven worked as a management consultant at Bain International. Steven was awarded the University Medal for the Bachelor of Accounting at the University of Technology Sydney and is also a Chartered Financial Analyst (CFA).
Tim has over 7 years’ experience in equity research and debt financing. Prior to joining Ophir, Tim worked as an equity analyst at Canaccord Genuity and Macquarie Securities in Sydney, covering both small and large cap stocks listed on the Australian and Singaporean stock exchanges.
Before becoming an equity analyst, Tim worked as an infrastructure and project finance analyst within the Westpac Institutional Bank.
Tim graduated from the University of Adelaide, with a Bachelor of Commerce and subsequently completed the Certified Practising Accountant (CPA) Program
Tim joined Ophir in January 2018. He started his investment career in 2006 as a sell-side equities research analyst with Citigroup initially covering the Australian Food & Beverage sectors. Over the 8 years at Citigroup he gained experience in a diverse range of large and small cap industrial stocks and as a lead analyst in the Chemicals, Packaging and Agriculture sector was awarded most accurate stock picker by Thomson Reuters StarMine in 2013.
After leaving Citigroup, he joined broad cap growth fund manager Wavestone Capital in 2015, helping contribute to both the long-only and long/short funds.
Tim was awarded the University Medal after completing a Masters in Commerce from Adelaide University and is a CFA charter holder.
Josh has over 8 years’ experience in financial markets. Prior to joining Ophir, Josh was an equities analyst for the Ausbil Microcap Fund with coverage across all sectors outside the ASX200.
Prior to becoming an equity analyst, Josh held quantitative analyst roles at both Ausbil and Bell Potter Securities. Josh graduated from Macquarie University with a Bachelor of Applied Finance and also holds the Chartered Financial Analyst designation
Geoff is a member of the Institute of Chartered Accountants and has over 8 years’ experience providing business advice, management reporting and accounting services to Small to Medium Enterprises and High Net Worth clients.
In his previous role he was a manager at BKR Walker Wayland, an international accounting firm where he developed a keen interest in the analysis of clients’ businesses, engaging with principals and using his management reporting expertise to assist in improving cash flow and profitability.
At Ophir Geoff is responsible for the dealing role, portfolio reconciliation and assisting the portfolio managers with the analysis of stocks within the portfolio.
Rob has over 10 years’ experience in financial markets. Prior to joining Ophir, Rob worked in Institutional Equity Sales at Southern Cross Equities and Bell Potter in Sydney, advising Australian domestic institutional clients on investing in Australian equities. Prior to this, Rob was a Financial Advisor at Citigroup Smith Barney where he was responsible for the provision of investment and asset allocation advice to a large portfolio of private clients, family offices and institutional fund managers.
At Ophir, Rob leads the sales and marketing efforts across all client segments. Rob graduated from the University of Sydney with a Bachelor of Commerce.
Nicole has over 8 years’ experience in the financial service industry. Prior to joining Ophir, Nicole worked as a Client Service Associate at Morgan Stanley Wealth Management and has previously worked at Macquarie Group in various roles both in Sydney and Hong Kong.
At Ophir Nicole works alongside Rob Saunders assisting in the Sales and Marketing efforts across all client segments. Nicole has an advanced Diploma in Marketing from APM College of Business and Communications.
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.