May 2022 - Ophir Asset Management

Letter to Investors – April

In this month’s Letter to Investors we describe the market segment that our Global Opportunities Fund invests into and explain the forces that have been driving recent underperformance. We also outline some modest changes we have made to portfolio positioning given a slowing global growth landscape.

3 vital facts about our investment ‘style’ and performance in the current environment

No one investing style wins in all market environments, many go in and out of favour through time. In this month’s Investment Strategy Note we cover how our investment style is defined and which parts of the business cycle we can expect it to do well in and which parts it is likely to find the most challenging.

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: "May 2022"

Letter to Investors – April

3 vital facts about our investment ‘style’ and performance in the current environment

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