Letter to Investors – June
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July 8, 2020
In our June Letter to Investors we reflect on what has been a year to remember for equity markets and assess whether they are over-valued. We also outline four factors we believe are key to the Ophir funds outperforming during “bad” markets
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
Bye bye dividends, hello “Total Return Investing”
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July 8, 2020
Investors who need a regular income can no longer rely on high dividend payments to see them through. We discuss why it’s time to shift your focus towards investing for ‘total return’.
Letter to Investors – May
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June 9, 2020
In our May 2020 Letter to Investors we discuss whether the remarkable rise in global share markets can continue and why as investors now is the time to be very selective.
Why we are now in a stock picker’s market
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June 9, 2020
We discuss why COVID-19 has created an investing environment ideal for high quality active equity managers.