In our January 2021 Letter to Investors we review some bubbly pockets of investment markets and what we do to protect against market pull backs.
Continue reading »Letter to Investors – January
Author Archives: "Andrew Mitchell"
Short Selling: What investors can learn from the GameStop frenzy
In our Investment Strategy Note we discuss how retail traders took on some Wall Street hedge funds and won…for now.
Continue reading »Letter to Investors – December
In our December 2020 Letter to Investors we take a look at what 2021 might have in store for investors as the vaccine rollout confronts new, more virulent forms of the virus.
Continue reading »Should equity investors fear higher bond yields?
In our Investment Strategy Note we discuss what higher bond yields might mean for equity returns.
Continue reading »Letter to Investors – November
In our November 2020 Letter to Investors we review what drove markets in an historic month for sector and style rotation and touch on how we have been positioning the Ophir Funds.
Continue reading »IPO a go-go: the Who, Why, When and How Much of IPO investing
In our Investment Strategy Note we share Ophir’s playbook for how to identify the best IPO opportunities and which ones to steer clear of.
Continue reading »Letter to Investors – October
In our October 2020 Letter to Investors we review how we have been positioning our portfolios in light of the US election result and better than expected vaccine news.
Continue reading »When you should fire your fund manager (and what we do to avoid that fate)
In our Investment Strategy Note we discuss key sell signals for fund managers and what we do to avoid those risks.
Continue reading »Letter to Investors – September
In our September 2020 Letter to Investors we review how not overpaying for earnings growth in our Funds provides protection no matter which style of investing is in vogue.
Continue reading »Creating alignment with investors: Ophir’s ‘how to guide’
In our Investment Strategy Note we discuss aligning incentives of a funds management business with investors, including how we do this at Ophir.
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