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

Stock in Focus – Red Violet (NASDAQ: RDVT)

Stock in Focus • 4 mins read

U.S. Reporting Season – Winners, Losers & 6 Key Themes

Stock in Focus • 6 mins read

Ophir Funds – FY25 Distributions

Fund Update • 6 mins read

Stock in Focus – Vusion Group (VU: FP)

Stock in Focus • 5 mins read

Fund Update – Distribution Estimates FY25

Fund Update • 4 mins read

Podcast – Andrew Mitchell on the Rules of Investing “The market always wins”

Podcasts • 6 mins read

Stock in Focus – iRhythm (NASDAQ: IRTC) “I Can Feel the Beat”

Stock in Focus • 5 mins read

Keeping you in the AIR

Stock in Focus • 6 mins read

What’s caused the recent outperformance in our Global Funds?

Investment Strategy • 5 mins read

How will Trump’s epic win affect the share market?

Investment Strategy • 5 mins read

Should investors be joining the gold rush?

Investment Strategy • 6 mins read

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