Insights, News and Press
The latest news and insights from our leading investment team.
Letter to Investors
Letter to Investors
Investment Strategy
Investment Strategy
Podcasts
Podcasts
Stock in Focus
Stock in Focus
Press
Press
Fund Update
Fund Update
14 Sep, 2026
Letter to Investors – August 2026
Letter to Investors • 8 mins read
20 Aug, 2026
Letter to Investors – July 2026
Letter to Investors • 10 mins read
24 Jul, 2026
FY26 Final Distributions
Fund Update • 7 mins read
9 Jul, 2026
Letter to Investors – June 2026
Letter to Investors • 13 mins read
16 Jun, 2026
Letter to Investors – May 2026
Letter to Investors • 15 mins read
11 Jun, 2026
FY26 Distribution Estimates
Fund Update • 12 mins read
14 May, 2026
Letter to Investors – April 2026
Letter to Investors • 11 mins read
15 Apr, 2026
Letter to Investors – March 2026
Letter to Investors • 12 mins read
17 Mar, 2026
Strategy Note – The AI Debate Rages On
Investment Strategy • 8 mins read
17 Mar, 2026
Unit Class Switching Available Now: Ophir Global Opportunities Fund
Fund Update • 2 mins read
17 Mar, 2026
Letter to Investors – February 2026
Letter to Investors • 11 mins read
Get news, insights and more from our world leading research and investment team.
Monthly Letter to Investors• Investment ideas• Fund performance data• Exclusive events