News & Insights

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.

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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”).

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Letter to Investors – February
March 10, 2020

In our February 2020 letter to investors we discuss how the coronavirus has seen a correction in sharemarkets as well as takeaways from the February reporting season in Australia.

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Are you skilful or just lucky? Getting behind headline performance numbers
March 10, 2020

In our Investment Strategy Note we review how longer term performance is more indicative of skill than luck and two other measures investors can use to assess managers investment decisions.

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