News & Insights

Letter to Investors – October
November 18, 2019

In our October 2019 Letter to Investors we highlight how better news on a trade deal between the US and China, as well as further monetary easing globally helped lift most sharemarkets, though the local bourse was conspicuously left behind. We also provide a business update on our activities to close the discount to Net Tangible Assets for the Ophir High Conviction Fund.

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

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Why we converted the Ophir High Conviction Fund to a Listed Investment Trust
November 18, 2019

As we approach the one year mark of listing the Ophir High Conviction Fund, we take a step back and delve more deeply into the reasons why it was listed, whilst also answering some common investor questions on the Listed Investment Trust structure.

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Letter to Investors – September
October 16, 2019

In our September 2019 Letter to Investors we review the significant style rotation that featured in equity markets both in Australia and overseas during the month. We then discuss our view on the causes and how we think about them in the context of the Ophir Funds.

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Offshore exposure, the case for investing with a global view
October 16, 2019

We review the cases for allocating to Australian companies and international investing, highlighting the diversification benefits from having exposure to companies earning revenues offshore, be they listed domestically or overseas.

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