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.
Continue reading »Author Archives: "Aisha Noor"
Letters to Investors – February 2019
While the ASX reporting season indicated an increasingly sluggish domestic economy, businesses exposed to higher growth offshore markets have flourished.
Continue reading »Letters to Investors – January 2019
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.
Continue reading »Ophir High Conviction Fund to list on the ASX
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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