October 25, 2018
Interview with Andrew Mitchell on Morgans Conversations
Andrew Mitchell joins Chris Titley from Morgans Financial to discuss the history of the Ophir business and his investment philosophy.
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Higher interest rates means lower share prices…Is it that simple?
November 15, 2023
In this month's Investment Strategy Note we discuss the relationship between interest rates and share prices and why it’s more complicated than you think.
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Resmed: Dealing with a “weighty” issue
October 13, 2023
In this month’s Investment Strategy Note we ‘weigh in’ with our view on the impact that GLP-1 drugs, such as Ozempic for diabetes and Wegovy for weight loss, could have on Resmed’s share price and why overall we are happy to maintain the company as a core position in the Ophir High Conviction Fund (ASX:OPH).
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Andrew Mitchell Podcast – Lessons from a decade of investing at Ophir
September 11, 2023
In this month’s Investment Strategy Note we share a transcript from Morningstar’s recent Wealth of Experience podcast interview with Ophir Co-Founder Andrew Mitchell.
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