Given the recent volatility on share markets as a result of the coronavirus (COVID-19), we wanted to update our fellow investors on our current thoughts on markets and the portfolio activity we are taking within the Global Opportunities Fund.
Continue reading »Monthly Archives: "March 2020"
Ophir High Conviction Fund – Investor Update
Given the recent volatility on share markets as a result of the coronavirus (COVID-19), on the 17th March 2020 we held a 30 minute investor teleconference to give an update on our funds, including the Ophir High Conviction Fund (ASX:OPH, “the Fund”).
Continue reading »Letter to Investors – February
In our February 2020 letter to investors we discuss how the coronavirus has seen a correction in sharemarkets as well as takeaways from the February reporting season in Australia.
Continue reading »Are you skilful or just lucky? Getting behind headline performance numbers
In our Investment Strategy Note we review how longer term performance is more indicative of skill than luck and two other measures investors can use to assess managers investment decisions.
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