Letter to Investors – October
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November 19, 2021
In our October 2021 Letter to Investors we take a deep dive into the topic of “portfolio turnover” at Ophir. That is, the how, what, when and why of the changing, or turning over of, positions in our funds.
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
Ophir’s three key criteria for assessing companies
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November 19, 2021
In our Investment Strategy Note we dug into the archives to bring you a short video we made about our three key criteria when assessing whether we invest our investors’ capital, and our own, into a company.
Letter to Investors – September
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October 18, 2021
In our September 2021 Letter to Investors we take a look at why the equity markets took a rare pull back recently during the month and what sectors and styles of investing are likely to do well if bond yields keep heading higher.
Four big cognitive biases that may be sabotaging your investing
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October 18, 2021
In our Investment Strategy Note we review some of the personal foibles that could be sabotaging your investing and offer some solutions to make sure your cognitive shortcuts aren’t leaving you short changed.