The global plumbing industry is being disrupted by ‘push to connect’ components which provide a more efficient solution than the traditional soldering process. We showcase how portfolio holding Reliance Worldwide Corporation (ASX:RWC) is taking advantage of this structural tailwind and why we expect further market gains.
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Whilst at Ophir we are agnostic in terms of investing style, we are also mindful of the risks of being on the wrong side of the inevitable rotation from growth stocks back to value stocks. In this month’s Investment Strategy note we discuss the warning signs which could signal this rotation and what we see as the most likely scenario.
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While the ASX reporting season indicated an increasingly sluggish domestic economy, businesses exposed to higher growth offshore markets have flourished.
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Both Ophir Funds delivered strong returns in January, as global equity markets embraced a more accomodative Fed and benign corporate earnings season in the US.
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Trading under the ASX code “OPH”, the Fund will be the second-largest listed small/mid cap investment vehicle available on the ASX.
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