Understanding the benefits and risks of debt are crucial in effectively analysing listed companies.
Continue reading »What is the Right Level of Gearing for a Company?
Category Archives: "Investment Strategy"
How Important is Dividend Yield?
Dividends are far more than just a coupon received every six months as some sort of reward for being a shareholder in a company. They should be a critical component of any investors’ strategy.
Continue reading »How and Why Do Bear Markets Come?
As investors, we view bear markets as a natural part of the investment cycle. However we understand that losing capital is never an enjoyable experience and in this article we share our thoughts on how investors can identify the warning signs of an approaching bear market.
Continue reading »Elections and Equities: What Investors Should Know
We review prior elections to understand whether history can give us additional insight into where markets may be headed post the election.
Continue reading »When will the value bear market end?
Whilst at Ophir we are agnostic in terms of investing style, we are also mindful of the risks of being on the wrong side of the inevitable rotation from growth stocks back to value stocks. In this month’s Investment Strategy note we discuss the warning signs which could signal this rotation and what we see as the most likely scenario.
Continue reading »Ophir High Conviction Fund (ASX:Oph) – Investment Update and NAV Report
Global equity markets roared back to life in January, with smaller and mid-cap businesses leading the gains. While global concerns remain, this month we look at the opportunities that acute swings in investor sentiment can provide to investors.
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