News & Insights

Disruption in the global plumbing industry
April 11, 2019

The global plumbing industry is being disrupted by ‘push to connect’ components which provide a more efficient solution than the traditional soldering process. In this month’s Letter to Investors we showcase how portfolio holding Reliance Worldwide Corporation (ASX:RWC) is taking advantage of this structural tailwind and why we expect further market gains.

By Andrew Mitchell & Steven Ng
Co-founders and Senior Portfolio Managers

When will the value bear market end?
April 11, 2019

Whilst at Ophir we are agnostic in terms of investing style, we are also mindful of the risks of being on the wrong side of the inevitable rotation from growth stocks back to value stocks. In this month’s Investment Strategy note we discuss the warning signs which could signal this rotation and what we see as the most likely scenario.

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Australian equity markets embrace the global rally in risk assets
April 8, 2019

Equity markets continued their strong positive momentum this month, with risk assets globally benefiting from further supportive central bank commentary and the prospect of additional Chinese stimulus measures.

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Where the market is headed
March 19, 2019

Andrew Mitchell & Steven Ng share their key insights from the recent Australian company reporting season and where they think the market is headed for the next six to twelve months.

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