News & Insights

Letters to Investors – July
August 19, 2019

Our main focus during August and September is the Australian company reporting season which is both an exciting and restless time for us as investors.

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

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How Important is Dividend Yield?
August 19, 2019

Dividends are far more than just a coupon received every six months as some sort of reward for being a shareholder in a company. They should be a critical component of any investors’ strategy.

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Letters to Investors – June 2019
July 16, 2019

We remain cautious of businesses exposed to the Australian economy and continue to focus on those businesses that can grow irrespective of economic conditions.

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Lifting the lid on Ophir’s investment philosophy
July 16, 2019

Andrew Mitchell, Co-Founder and Senior Portfolio Manager at Ophir Asset Management shares his investment process and philosophy.

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