News & Insights

The four reasons we would sell a company
May 14, 2019

As investors, when valuations are elevated, it is important that we remain disciplined not only in respect of which companies we add to our portfolios but which ones we exit.

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

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Elections and Equities: What Investors Should Know
May 13, 2019

We review prior elections to understand whether history can give us additional insight into where markets may be headed post the election.

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Our checklist for investing in a good management team
May 1, 2019

A crucial element to making any investment is assessing the quality of the company’s management team. In this video we share our checklist for what we at Ophir look for in a good management team.  

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A cautionary tale from the “Mini NASDAQ”
April 30, 2019

We experienced something unusual in 2018, something we only remember occurring on two or three occasions during our time in market. A completely new sector emerged in the Australian small cap market.

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