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Monthly Archives: "April 2019"

A cautionary tale from the “Mini NASDAQ”

  Ale Middleton   April 30, 2019   Leave a comment

We experienced something unusual in 2018, something we only remember occurring on two or three occasions during our time in market. A completely new sector emerged in the Australian small cap market.

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Disruption in the global plumbing industry

  Aisha Noor   April 11, 2019   Leave a comment

The global plumbing industry is being disrupted by ‘push to connect’ components which provide a more efficient solution than the traditional soldering process. We showcase how portfolio holding Reliance Worldwide Corporation (ASX:RWC) is taking advantage of this structural tailwind and why we expect further market gains.

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When will the value bear market end?

  Aisha Noor   April 11, 2019   Leave a comment

Whilst at Ophir we are agnostic in terms of investing style, we are also mindful of the risks of being on the wrong side of the inevitable rotation from growth stocks back to value stocks. In this month’s Investment Strategy note we discuss the warning signs which could signal this rotation and what we see as the most likely scenario.

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Australian equity markets embrace the global rally in risk assets

  admin   April 8, 2019   Leave a comment

Equity markets continued their strong positive momentum this month, with risk assets globally benefiting from further supportive central bank commentary and the prospect of additional Chinese stimulus measures.

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Disclaimer: While all reasonable care has been taken in the preparation of this information, Ophir Asset Management take no responsibility for any actions taken based on information contained herein or for any errors or omissions. Interested parties should seek independent advice prior to acting on any information presented.