Andrew Mitchell, Author at Ophir Asset Management

Letter to Investors – September

In our September 2019 Letter to Investors we review the significant style rotation that featured in equity markets both in Australia and overseas during the month. We then discuss our view on the causes and how we think about them in the context of the Ophir Funds.

Offshore exposure, the case for investing with a global view

We review the cases for allocating to Australian companies and international investing, highlighting the diversification benefits from having exposure to companies earning revenues offshore, be they listed domestically or overseas.

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Disclaimer: While all reasonable care has been taken in the preparation of this information, Ophir Asset Management take no responsibility for any actions taken based on information contained herein or for any errors or omissions. Interested parties should seek independent advice prior to acting on any information presented.

Author Archives: "Andrew Mitchell"

Letter to Investors – September

Offshore exposure, the case for investing with a global view

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