In our October 2021 Letter to Investors we take a deep dive into the topic of “portfolio turnover” at Ophir. That is, the how, what, when and why of the changing, or turning over of, positions in our funds.
Continue reading »In our October 2021 Letter to Investors we take a deep dive into the topic of “portfolio turnover” at Ophir. That is, the how, what, when and why of the changing, or turning over of, positions in our funds.
Continue reading »