News & Insights

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.

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

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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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Balancing the defensive and growth mix
June 18, 2019

Ensuring that our portfolios have exposure to the right balance of defensive and growth companies is something we are currently focusing on heavily.

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How and Why Do Bear Markets Come?
June 17, 2019

As investors, we view bear markets as a natural part of the investment cycle. However we understand that losing capital is never an enjoyable experience and in this article we share our thoughts on how investors can identify the warning signs of an approaching bear market.

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