Letter to Investors – November
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December 16, 2020
In our November 2020 Letter to Investors we review what drove markets in an historic month for sector and style rotation and touch on how we have been positioning the Ophir Funds.
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
IPO a go-go: the Who, Why, When and How Much of IPO investing
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December 16, 2020
In our Investment Strategy Note we share Ophir’s playbook for how to identify the best IPO opportunities and which ones to steer clear of.
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.
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.