Category Archives: "Investment Strategy"

No one investing style wins in all market environments, many go in and out of favour through time. In this month’s Investment Strategy Note we cover how our investment style is defined and which parts of the business cycle we can expect it to do well in and which parts it is likely to find the most challenging.

In this month’s Investment Strategy Note we highlight the 7 enduring truths that can help investors ride the share market’s gyrations to harvest the amazing returns on offer.  

In our Investment Strategy Note this month we tackle the Russia-Ukraine war, which renowned journalist John Authers recently called (within Europe) “the greatest negative shock to the international order since the end of the Second World War”.

In our Investment Strategy Note this month we thought it timely to revisit a piece we wrote about 12 months ago on short term versus long term performance of the fund managers with the best long term track records.

In our Investment Strategy Note we answer your most common questions on distributions from Ophir’s funds. We also provide some insight into what they have been historically to provide a guide for what they might be in the future.

In our Investment Strategy Note we review some of the personal foibles that could be sabotaging your investing and offer some solutions to make sure your cognitive shortcuts aren’t leaving you short changed.

In our Investment Strategy Note Andrew Mitchell takes a look back at our wild Afterpay ride from the very beginning and outline our six key lessons from our journey with this 50-bagger.

In our Investment Strategy Note we take a look at some of the key factors investors should consider when trying to disentangle the “skilled” equity funds from the “unskilled” equity funds.

In our Investment Strategy Note we provide insight into the factors that investors should consider when valuing early stage growth companies so that they are better placed to identify – and ride – the next 10-bagger.

In our Investment Strategy Note we take a look at the components of share market returns and how they make short term market forecasting a difficult, if not impossible, exercise.