News & Insights

Letter to Investors – October
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

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Ophir’s three key criteria for assessing companies
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.

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The name is bond ... U.S Bond
Letter to Investors – September
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.

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Personal Finance is 80% personal, and 20% finance..
Four big cognitive biases that may be sabotaging your investing
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.

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