News & Insights

Letter to Investors – March
April 8, 2020

In our March 2020 letter to investors we review the historic nature of the month of March, the challenges and opportunities that lie ahead and how we are positioning the Funds.

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

FIND OUT MORE ⟶
Bull and bear market experience and expertise – why it’s so crucial
April 8, 2020

In our Investment Strategy Note we discuss what we believe are the key skills a manager needs to master to help navigate down markets.

FIND OUT MORE ⟶
Ophir Global Opportunities Fund – Investor Update
March 27, 2020

Given the recent volatility on share markets as a result of the coronavirus (COVID-19), we wanted to update our fellow investors on our current thoughts on markets and the portfolio activity we are taking within the Global Opportunities Fund.

FIND OUT MORE ⟶
Ophir High Conviction Fund – Investor Update
March 19, 2020

Given the recent volatility on share markets as a result of the coronavirus (COVID-19), on the 17th March 2020 we held a 30 minute investor teleconference to give an update on our funds, including the Ophir High Conviction Fund (ASX:OPH, “the Fund”).

FIND OUT MORE ⟶

Sign up to our insights

Subscribe to receive regular global insights from the Ophir team.

SUBSCRIBE