In our August 2020 letter to investors we review how narrow the recent market rally has been as well as delve into a better than expected Australian reporting season, though note much uncertainty remains.
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In our Investment Strategy Note we discuss a topic close to our heart – why staying small provides a massive advantage for a fund manager.
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In our July 2020 letter to investors we review longer term performance and some key market themes that caught our eye, including a drop in volatility.
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In our Investment Strategy Note we discuss the pros and cons of single or staged entry into share markets.
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In our June Letter to Investors we reflect on what has been a year to remember for equity markets and assess whether they are over-valued. We also outline four factors we believe are key to the Ophir Funds outperforming during “bad” markets
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Investors who need a regular income can no longer rely on high dividend payments to see them through. We discuss why it’s time to shift your focus towards investing for ‘total return’.
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In our May 2020 Letter to Investors we discuss whether the remarkable rise in global share markets can continue and why as investors now is the time to be very selective.
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We discuss why COVID-19 has created an investing environment ideal for high quality active equity managers.
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In our April 2020 Letter to Investors we review what caused markets to rebound, what we’ve been doing about it, and identify some trends emerging in consumer behaviour.
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In our Investment Strategy Note we discuss why we see small caps as the best place to pick stocks.
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