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.
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
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.
Letter to Investors – August
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September 4, 2020
In our August 2020 letter to investors we review how narrow the recent market rally has been as well as delve into a better than expected Australian reporting season, though note much uncertainty remains.
Too big to perform? – The importance of limiting capacity
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September 4, 2020
In our Investment Strategy Note we discuss a topic close to our heart – why staying small provides a massive advantage for a fund manager.