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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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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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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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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