Letter to Investors – October
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November 18, 2020
In our October 2020 Letter to Investors we review how we have been positioning our portfolios in light of the US election result and better than expected vaccine news.
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
When you should fire your fund manager (and what we do to avoid that fate)
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November 18, 2020
In our Investment Strategy Note we discuss key sell signals for fund managers and what we do to avoid those risks.
Letter to Investors – September
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October 9, 2020
In our September 2020 Letter to Investors we review how not overpaying for earnings growth in our Funds provides protection no matter which style of investing is in vogue.
Creating alignment with investors: Ophir’s ‘how to guide’
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October 9, 2020
In our Investment Strategy Note we discuss aligning incentives of a funds management business with investors, including how we do this at Ophir.