News & Insights

Letter to Investors – June
July 12, 2021

In our June Letter to Investors we explore some key issues — including the delta Covid-19 variant, the outlook for rate rises, and the commodities cycle — that will help determine if the new financial year will be just as strong for markets as FY21.

By Andrew Mitchell & Steven Ng
Co-founders and Senior Portfolio Managers

FIND OUT MORE ⟶
How not to miss the next 10-bagger: valuing early-stage growth companies
July 12, 2021

In our Investment Strategy Note we provide insight into the factors that investors should consider when valuing early stage growth companies so that they are better placed to identify – and ride – the next 10-bagger.

FIND OUT MORE ⟶
Letter to Investors – May
June 8, 2021

In our May 2021 Letter to Investors we take a look at the better than expected economic recovery from COVID and ask whether a V-shaped rebound is making way for one more resembling a “Z” or “F”.

FIND OUT MORE ⟶
The challenges of short-term market forecasting
June 7, 2021

In our Investment Strategy Note we take a look at the components of share market returns and how they make short term market forecasting a difficult, if not impossible, exercise.

FIND OUT MORE ⟶

Sign up to our insights

Subscribe to receive regular global insights from the Ophir team.

SUBSCRIBE