Andrew and Steven will provide an update on the Ophir funds and discuss their approach to embracing volatility and managing risk.
From 16 March to 31 March 2020, Andrew and Steven will visit Adelaide, Perth, Melbourne, Brisbane, Sydney, and Auckland for a series of lunchtime and evening events. As well as giving an update on the Ophir Funds, Andrew and Steven will be speaking about ‘Embracing volatility and managing risk’.
Andrew and Steven will discuss:
- key insights from our first full calendar year of managing the Ophir Global Opportunities Fund;
- the difference between volatility and permanent loss of capital;
- the main equity risks; and
- practical examples of how investors can manage these risks.
Reserve your ticket now to attend
About the presenters
ANDREW MITCHELL
DIRECTOR AND SENIOR PORTFOLIO MANAGER
B. EC (HONS), MAPPFIN
Andrew has over 15 years’ experience in portfolio management of listed companies, stockbroking and economic analysis. Prior to co-founding Ophir, Andrew worked from 2007 to 2011 as a portfolio manager at Paradice Investment Management on a fund concentrating outside the ASX 150. This fund outperformed the Small Ordinaries benchmark by approximately 20% p.a. over the 4 years to June 30 2011 and beat all of 160 long-only Australian equity funds covered by the Mercer Survey.
Before joining Paradice, Andrew worked at CommSec Institutional Equities as a Small Caps Analyst and Economist from 2005-2007. From 2002-2005, Andrew worked as a Policy Analyst at the Commonwealth Department of the Treasury with the principal role of updating the Federal Treasurer on economic developments within the Asian region.
Andrew has an Economics Degree with Honours from Adelaide University and a Master of Applied Finance from the Financial Services Institute of Australia.
STEVEN NG
DIRECTOR AND SENIOR PORTFOLIO MANAGER
B. ACC, CFA
Steven has over 20 years’ experience in portfolio management of listed companies and management consulting. Prior to co-founding Ophir Steven worked with Andrew Mitchell as a portfolio manager at Paradice from 2009 to late 2011. His portfolio management experience also includes a successful track record managing portfolios at Credit Suisse Asset Management (2007-2009), ING Investment Management (2004-2007) and Macquarie Asset Management (2002-2004).
Prior to joining the funds management industry Steven worked as a management consultant at Bain International. Steven was awarded the University Medal for the Bachelor of Accounting at the University of Technology Sydney and is also a Chartered Financial Analyst (CFA).
