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
16 Jun, 2026

Letter to Investors – May 2026

Letter to Investors • 15 mins read
16 Jun, 2026

Stock in Focus – Service Stream (ASX: SSM)

Stock in Focus • 9 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
14 May, 2026

Stock in Focus – Marex (NASDAQ: MRX)

Stock in Focus • 8 mins read
15 Apr, 2026

Stock in Focus – Artivion (NYSE: AORT)

Stock in Focus • 7 mins read
15 Apr, 2026

Letter to Investors – March 2026

Letter to Investors • 12 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
11 Feb, 2026

Strategy Note – SaaSpocalypse Now?

Stock in Focus • 6 mins read
11 Feb, 2026

Letter to Investors – January 2026

Letter to Investors • 12 mins read
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