Category Archives: "Investment Strategy"

In our Investment Strategy Note we discuss how retail traders took on some Wall Street hedge funds and won…for now.

In our Investment Strategy Note we discuss what higher bond yields might mean for equity returns.

In our Investment Strategy Note we share Ophir’s playbook for how to identify the best IPO opportunities and which ones to steer clear of.

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.