In our March 2020 Letter to Investors we review the historic nature of the month of March, the challenges and opportunities that lie ahead and how we are positioning the Funds.
Continue reading »Letter to Investors – March
Author Archives: "Andrew Mitchell"
Bull and bear market experience and expertise – why it’s so crucial
In our Investment Strategy Note we discuss what we believe are the key skills a portfolio manager needs to master to help navigate down markets.
Continue reading »Our action plan for investing during a crisis
The current crisis, stemming from the global spread of COVID-19, has seen us dust off the playbook that we first wrote down after successfully navigating the Global Financial Crisis, more than a decade ago.
Continue reading »Ophir Global Opportunities Fund – Investor Update
Given the recent volatility on share markets as a result of the coronavirus (COVID-19), we wanted to update our fellow investors on our current thoughts on markets and the portfolio activity we are taking within the Global Opportunities Fund.
Continue reading »Ophir High Conviction Fund – Investor Update
Given the recent volatility on share markets as a result of the coronavirus (COVID-19), on the 17th March 2020 we held a 30 minute investor teleconference to give an update on our funds, including the Ophir High Conviction Fund (ASX:OPH, “the Fund”).
Continue reading »Letter to Investors – February
In our February 2020 letter to investors we discuss how the coronavirus has seen a correction in sharemarkets as well as takeaways from the February reporting season in Australia.
Continue reading »Are you skilful or just lucky? Getting behind headline performance numbers
In our Investment Strategy Note we review how longer term performance is more indicative of skill than luck and two other measures investors can use to assess managers investment decisions.
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