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Monthly Archives: "March 2020"

Ophir Global Opportunities Fund – Investor Update

  Andrew Mitchell   March 27, 2020   Leave a comment

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.

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Ophir High Conviction Fund – Investor Update

  Andrew Mitchell   March 19, 2020   Leave a comment

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”).

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Letter to Investors – February

  Andrew Mitchell   March 10, 2020   Leave a comment

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.

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Are you skilful or just lucky? Getting behind headline performance numbers

  Andrew Mitchell   March 10, 2020   Leave a comment

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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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.