Category Archives: "Investment Strategy"

In our Investment Strategy Note we discuss key sell signals for fund managers and what we do to avoid those risks.

In our Investment Strategy Note we discuss aligning incentives of a funds management business with investors, including how we do this at Ophir.

In our Investment Strategy Note we discuss a topic close to our heart – why staying small provides a massive advantage for a fund manager.

In our Investment Strategy Note we discuss the pros and cons of single or staged entry into share markets.

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’.

We discuss why COVID-19 has created an investing environment ideal for high quality active equity managers.

In our Investment Strategy Note we discuss why we see small caps as the best place to pick stocks.

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.

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.

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.