Our team of investment professionals operate three investment strategies.
Ophir Opportunities Fund
Ophir High Conviction Fund (ASX:OPH)
Ophir Global Opportunities Fund
We are committed to offering our clients high performing investment strategies, underpinned by a value proposition common across all Ophir Funds.
All Ophir Funds employ the same fundamental, bottom-up research approach aimed at identifying businesses with the ability to meaningfully grow and compound earnings over time.
We believe the best value in share markets is found in smaller, less researched stocks, where the return for research effort can be significant.
We look for companies that are:
Portfolio weightings of individual stocks reflect:
Importantly, our Funds are constructed in such a way that individual stock weights are chosen through a benchmark unaware approach and reflect investment team conviction in a company.
Our Funds will generally not hold more than 25% of the fund in cash. We place risk constraints on how much we will hold in any one sector and manage the Fund’s exposure to market risks through the investment cycle. Where we are investing in overseas listed companies, we will seek to minimize geographic under or overweight exposure versus the benchmark.
Responsible investment is a fundamental belief that we consider is entirely consistent with, and necessary for, delivering on our Funds’ long-term return objectives. This means taking account of environmental, social and governance (ESG) risks and opportunities in the investment decision making process and exercising positive influence through our Funds’ investments.
Click HERE to download Ophir’s Responsible Investing Policy which outlines how ESG factors are incorporated into our investment process including our engagement with companies on ESG issues and how we exercise our shareholder rights at company annual general meetings.
The result of the Ophir investment process are Funds comprised of small and mid-cap companies that we believe can materially grow and compound earnings over time. We seek to do this in a risk-controlled manner through investing in a diverse range of reasonably priced, high quality businesses.
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