Andrew Mitchell, Co-Founder and Senior Portfolio Manager at Ophir Asset Management shares his investment process and philosophy.
We are often asked about what we do differently at Ophir to give us an edge on a company. Andrew was recently asked this exact question by Mitchell Sneddon at InvestSMART. In this wide ranging interview Andrew also provides an example of a company in our portfolios which we believe can perform strongly in both good and bad times.
This interview first appeared on InvestSMART.com.au and has been republished with permission.