Letter to Investors – November
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December 15, 2021
In our November 2021 letter to investors we take a look at the Fed’s pivot to likely removing the monetary punchbowl earlier, the emergence of the new Omicron strain and the recent meltdown in smaller non-profitable tech companies.
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
Show me the money! – Your top 9 questions about distributions from the Ophir funds
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December 15, 2021
In our Investment Strategy Note we answer your most common questions on distributions from Ophir’s funds. We also provide some insight into what they have been historically to provide a guide for what they might be in the future.
Letter to Investors – October
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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.
Ophir’s three key criteria for assessing companies
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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.