We remain cautious of businesses exposed to the Australian economy and continue to focus on those businesses that can grow irrespective of economic conditions.Continue reading »
We are often asked about what we do differently at Ophir to give us an edge on a company. Andrew was recently asked this exact question by Mitchell Sneddon at InvestSMART. In this wide ranging interview Andrew also provides an example of a company in our portfolios which we believe can perform strongly in both good and bad times.
This interview first appeared on InvestSMART.com.au and has been republished with permission.