In our Investment Strategy Note we discuss how retail traders took on some Wall Street hedge funds and won…for now.
Continue reading »Category Archives: "Investment Strategy"
Should equity investors fear higher bond yields?
In our Investment Strategy Note we discuss what higher bond yields might mean for equity returns.
Continue reading »IPO a go-go: the Who, Why, When and How Much of IPO investing
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.
Continue reading »When you should fire your fund manager (and what we do to avoid that fate)
In our Investment Strategy Note we discuss key sell signals for fund managers and what we do to avoid those risks.
Continue reading »Creating alignment with investors: Ophir’s ‘how to guide’
In our Investment Strategy Note we discuss aligning incentives of a funds management business with investors, including how we do this at Ophir.
Continue reading »Too big to perform? – The importance of limiting capacity
In our Investment Strategy Note we discuss a topic close to our heart – why staying small provides a massive advantage for a fund manager.
Continue reading »Share market entry – dip your toe, or go in all at once?
In our Investment Strategy Note we discuss the pros and cons of single or staged entry into share markets.
Continue reading »Bye bye dividends, hello ‘total return investing’
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’.
Continue reading »Why we are now in a stock picker’s market
We discuss why COVID-19 has created an investing environment ideal for high quality active equity managers.
Continue reading »Three reasons active investing works best for small caps
In our Investment Strategy Note we discuss why we see small caps as the best place to pick stocks.
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