In our August 2019 Letter to Investors we review the recent Australian company reporting season. A backdrop of growing political tensions and concerns of a slowing global economy meant that the main focus of investors was on companies delivering a positive outlook statement.
Continue reading »Author Archives: "Aisha Noor"
What is the Right Level of Gearing for a Company?
Understanding the benefits and risks of debt are crucial in effectively analysing listed companies.
Continue reading »Letters to Investors – July
Our main focus during August and September is the Australian company reporting season which is both an exciting and restless time for us as investors.
Continue reading »How Important is Dividend Yield?
Dividends are far more than just a coupon received every six months as some sort of reward for being a shareholder in a company. They should be a critical component of any investors’ strategy.
Continue reading »Balancing the defensive and growth mix
Ensuring that our portfolios have exposure to the right balance of defensive and growth companies is something we are currently focusing on heavily.
Continue reading »How and Why Do Bear Markets Come?
As investors, we view bear markets as a natural part of the investment cycle. However we understand that losing capital is never an enjoyable experience and in this article we share our thoughts on how investors can identify the warning signs of an approaching bear market.
Continue reading »Emerging investment opportunities from the Trade War
We dig deeper than vague tweets and politically motivated leaks to provide our thoughts on what the impact the Trade War means for investors, and most importantly the opportunities that will emerge.
Continue reading »Why Australian companies are taking on the world and winning
In this national event series our Co-Founders and Senior Portfolio Managers, Andrew Mitchell and Steven Ng, will share an update on the Ophir portfolios, insights on the global economic climate and answer ‘why Australian companies are all of sudden taking on the world and winning’.
Continue reading »The four reasons we would sell a company
As investors, when valuations are elevated, it is important that we remain disciplined not only in respect of which companies we add to our portfolios but which ones we exit.
Continue reading »Elections and Equities: What Investors Should Know
We review prior elections to understand whether history can give us additional insight into where markets may be headed post the election.
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