In our June Letter to Investors we reflect on what has been a year to remember for equity markets and assess whether they are over-valued. We also outline four factors we believe are key to the Ophir Funds outperforming during “bad” markets
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Bye bye dividends, hello ‘total return investing’
Investors who need a regular income can no longer rely on high dividend payments to see them through. We discuss why it’s time to shift your focus towards investing for ‘total return’.
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