B. EC (HONS), MAPPFIN
B. EC (HONS), MAPPFIN
An investment in the Ophir Funds provides our investors with the opportunity to access the knowledge, experience and investment process of a portfolio management team with a track record of delivering superior long term outperformance for over 10 years.
Andrew has over 15 years’ experience in portfolio management of listed companies, stockbroking and economic analysis. Prior to co-founding Ophir, Andrew worked from 2007 to 2011 as a portfolio manager at Paradice Investment Management on a fund concentrating outside the ASX 150. This fund outperformed the Small Ordinaries benchmark by approximately 20% p.a. over the 4 years to June 30 2011 and beat all of 160 long-only Australian equity funds covered by the Mercer Survey.
Before joining Paradice, Andrew worked at CommSec Institutional Equities as a Small Caps Analyst and Economist from 2005-2007. From 2002-2005, Andrew worked as a Policy Analyst at the Commonwealth Department of the Treasury with the principal role of updating the Federal Treasurer on economic developments within the Asian region.
Andrew has an Economics Degree with Honours from Adelaide University and a Master of Applied Finance from the Financial Services Institute of Australasia.
Steven has over 20 years’ experience in portfolio management of listed companies and management consulting. Prior to co-founding Ophir Steven worked with Andrew Mitchell as a portfolio manager at Paradice from 2009 to late 2011. His portfolio management experience also includes a successful track record managing portfolios at Credit Suisse Asset Management (2007-2009), ING Investment Management (2004-2007) and Macquarie Asset Management (2002-2004).
Prior to joining the funds management industry Steven worked as a management consultant at Bain International. Steven was awarded the University Medal for the Bachelor of Accounting at the University of Technology Sydney and is also a Chartered Financial Analyst (CFA).
Luke has over 17 years of experience in the financial services industry working in several investment research, management and advice roles at Perpetual and Grant Thornton. Immediately prior to joining Ophir, Luke was Head of Investment Advice at Perpetual Private as a senior member of the investment team responsible for the management of $14 billion of High Net Worth Investors and Not-For-Profits funds.
While studying at University, Luke was a professional basketball player in the Australian National Basketball League and played six seasons with the Melbourne Tigers and the West Sydney Razorbacks. Luke decided to retire from basketball in 2004 to focus on his career in the finance industry.
Luke holds a Bachelor of Commerce from the University of Melbourne, a Masters of Business Administration with High Distinction from the Melbourne and London Business Schools, a Masters of Applied Finance with High Distinction from FINSIA and is a Certified Financial Planner (CFP).
Tim has over 7 years’ experience in equity research and debt financing. Prior to joining Ophir, Tim worked as an equity analyst at Canaccord Genuity and Macquarie Securities in Sydney, covering both small and large cap stocks listed on the Australian and Singaporean stock exchanges.
Before becoming an equity analyst, Tim worked as an infrastructure and project finance analyst within the Westpac Institutional Bank.
Tim graduated from the University of Adelaide, with a Bachelor of Commerce and subsequently completed the Certified Practising Accountant (CPA) Program
Tim started his investment career in 2006 as a sell-side equities research analyst with Citigroup initially covering the Australian Food & Beverage sectors. Over the 8 years at Citigroup he gained experience in a diverse range of large and small cap industrial stocks and as a lead analyst in the Chemicals, Packaging and Agriculture sector was awarded most accurate stock picker by Thomson Reuters StarMine in 2013.
After leaving Citigroup, he joined broad cap growth fund manager Wavestone Capital in 2015, helping contribute to both the long-only and long/short funds.
Tim was awarded the University Medal after completing a Masters in Commerce from Adelaide University and is a CFA charter holder.
Tyler has nearly 10 years’ of investment experience in the United States, Asian and European regions. Prior to joining Ophir, Tyler worked at Brant Point Capital Management as the lead analyst for the industrial, material and energy sectors focused primarily on small and medium capitalization companies in the United States.
Prior to Brant Point, he served as a generalist analyst covering small and medium capitalization companies in Asian markets for Boodell & Company from 2011 to 2014.
Tyler began his career at Christofferson, Robb & Company analyzing equities, trust preferred securities and securitized products across both the United States and Europe.
Tyler graduated from Fordham University with a BS in Finance and a minor in Economics and is a CFA charter holder.
Michael has more than 10 years of experience as an equity analyst covering a range of Global and Australian listed companies. Prior to joining Ophir, Michael was based in London as the head of Citi’s European small & mid-cap investment research team, where he led the team to a number one ranking in the Europe Institutional Investor Survey.
Michael graduated with Distinction from the University of New South Wales where he was the recipient of a Co-Op Scholarship in Actuarial Studies. Michael was included on the Dean’s Honour Roll at NYU’s Stern School of Business and is a CFA Charterholder.
Geoff is a member of the Institute of Chartered Accountants Australia and New Zealand and has over 8 years’ experience providing business advice, management reporting and accounting services to Small to Medium Enterprises and High Net Worth clients.
In his previous role he was a manager at BKR Walker Wayland, an international accounting firm where he developed a keen interest in the analysis of clients’ businesses, engaging with principals and using his management reporting expertise to assist in improving cash flow and profitability.
At Ophir Geoff is responsible for the dealing role, portfolio reconciliation and assisting the portfolio managers with the analysis of stocks within the portfolio.
Danny has two years’ investment experience which includes his previous experience at Dimensional Fund Advisors. At Dimensional Danny held analyst roles as part of the research team and analytics team providing key research insights for both equity and fixed income securities.
Danny graduated from the University of Technology, Sydney with a Bachelor of Business majoring in Finance and Accounting. He has recently passed his CFA Level One exam.
George has over 13 years’ experience working in the investment management industry in a variety of roles. Prior to joining Ophir, George held a number of senior positions at AMP Capital in Sydney including Head of SMSF & Self-Directed Wealth where he led AMP Capital’s private client business and Head of Marketing where he was responsible for marketing to institutional, financial adviser and private client segments.
Prior to this, George held a number of positions at Fidelity in London working closely with investment teams including as a Corporate Governance Analyst. George started his career as a commercial and tax lawyer at Kelly & Co in Adelaide providing legal advice to corporations and high net wealth individuals.
At Ophir, George leads all distribution activities across institutional, wholesale and private clients. George graduated from the University of Adelaide with a Bachelor of Laws and Bachelor of Commerce.
Alicia has over 6 years’ experience in the funds management industry. Prior to joining Ophir, Alicia worked with Sydney based ASX listed fund manager Elanor Investors Group. At Elanor Alicia worked closely with the Executive Team on corporate communications including annual reporting, ASX releases, press and website content. Prior to this Alicia worked with diversified property fund manager Denison Funds Management Limited where she was responsible for all investor reporting and marketing.
Alicia graduated from the University of New South Wales with a Bachelor of Arts majoring in Media Communications.
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