Category Archives: "Investment Strategy"

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.

In our Investment Strategy Note we take a look at the ‘revenge spending’ that is set to be unleashed this year as economies reopen and excess savings are put to work, including what areas are likely to be the winners.

In our Investment Strategy Note we review the mammoth outperformance of stocks over the long run versus bonds and cash, including why we expect this to continue in the future despite calls by some of excess equity market valuations.

In our Investment Strategy Note we discuss how even the best long-term performing fund managers always have shorter term periods of underperformance – it’s not a bug, it’s a feature of the best.

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.