The Ophir Funds

Ophir manages investment capital on behalf of a range of investors including institutional superannuation funds,
family offices, private wealth groups and individual investors.

The Ophir High Conviction Fund (ASX: OPH)

The High Conviction Fund is a long-only, small and mid-cap equities fund. The Fund typically holds 15-30 companies listed outside the S&P/ASX 50, providing investors with a concentrated exposure to a high quality portfolio of Australian companies.

As a Listed Investment Trust, the Fund is accessible on the ASX under ticker code ‘OPH’.

The Ophir Global Opportunities Fund

The Ophir Global opportunities Fund is a long-only, small and mid-cap global equities fund. The Fund typically invests in 20-50 companies and is benchmarked against the MSCI World SMID Index (Net)(AUD).

The Ophir Opportunities Fund

The Opportunities Fund is a long-only, small cap fund. The Fund typically holds 30-50 companies listed outside the S&P/ASX 100, providing investors with an exposure to a diversified portfolio of emerging Australian growth companies.

We are committed to offering our clients high performing investment strategies, underpinned by a value proposition common across all the Ophir Funds:

We offer capacity-constrained, benchmark-unaware investment funds focused on growth companies within the small and mid-cap equities space;

We employ a fundamental, bottom-up research approach to identify businesses with the ability to meaningfully grow and compound earnings over time;

We ensure alignment with underlying investors via the Portfolio Managers making significant personal investments alongside unitholders with the Ophir Funds.