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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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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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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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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