July 2021 - Ophir Asset Management

Letter to Investors – June

In our June Letter to Investors we explore some key issues — including the delta Covid-19 variant, the outlook for rate rises, and the commodities cycle — that will help determine if the new financial year will be just as strong for markets as FY21.

How not to miss the next 10-bagger: valuing early-stage growth companies

In our Investment Strategy Note we provide insight into the factors that investors should consider when valuing early stage growth companies so that they are better placed to identify – and ride – the next 10-bagger.

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.

Monthly Archives: "July 2021"

Letter to Investors – June

How not to miss the next 10-bagger: valuing early-stage growth companies

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