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
10 Oct, 2025

Letter to Investors – September 2025

Letter to Investors • 11 mins read
8 Sep, 2025

Letter to Investors – August 2025

Letter to Investors • 13 mins read
11 Aug, 2025

Letter to Investors – July 2025

Letter to Investors • 16 mins read
25 Jul, 2025

Press – Four small caps this top fundie says are worth a look

Press • 4 mins read
23 Jul, 2025

Press – Inside Ophir’s stellar FY25 with Andrew Mitchell (and 5 stock he likes right now)

Press • 8 mins read
9 Jul, 2025

Letter to Investors – June 2025

Letter to Investors • 12 mins read
10 Jun, 2025

Letter to Investors – May 2025

Letter to Investors • 13 mins read
23 May, 2025

Letter to Investors – April 2025

Letter to Investors • 15 mins read
2 May, 2025

Press – The top Australian small-cap fund, year after year

Press • 3 mins read
1 May, 2025

Press – How Australia’s best small-cap fund got its 39.6pc return

Press • 4 mins read
17 Apr, 2025

Letter to Investors – March 2025

Letter to Investors • 15 mins read
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