We remain cautious of businesses exposed to the Australian economy and continue to focus on those businesses that can grow irrespective of economic conditions.Continue reading »
We are often asked about what we do differently at Ophir to give us an edge on a company. Andrew was recently asked this exact question by Mitchell Sneddon at InvestSMART. In this wide ranging interview Andrew also provides an example of a company in our portfolios which we believe can perform strongly in both good and bad times.
This interview first appeared on InvestSMART.com.au and has been republished with permission.
Equity markets continued their strong positive momentum this month, with risk assets globally benefiting from further supportive central bank commentary and the prospect of additional Chinese stimulus measures.Continue reading »
The Australian Tax Office has issued a final approval for unit-for-unit tax rollover relief for investors in the Ophir High Conviction FundContinue reading »
Global equity markets roared back to life in January, with smaller and mid-cap businesses leading the gains. While global concerns remain, this month we look at the opportunities that acute swings in investor sentiment can provide to investors.Continue reading »
Australia’s best performing small-mid cap fund will be available to retail investors for the first time this week when the Ophir High Conviction Fund lists on the ASX.Continue reading »
We look at a number of corporate transactions announced in Australian small caps this month and the stellar rise of modern day lay-by provider Afterpay (APT).Continue reading »