Letter to Investors – March
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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
Bull and bear market experience and expertise – why it’s so crucial
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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.
Ophir Global Opportunities Fund – Investor Update
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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.
Ophir High Conviction Fund – Investor Update
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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”).