September 19, 2019
Letter to Investors – August

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

In our August 2019 Letter to Investors we review the recent Australian company reporting season. A backdrop of growing political tensions and concerns of a slowing global economy meant that the main focus of investors was on companies delivering a positive outlook statement.

Dear Fellow Investors,

Welcome to the August 2019 Ophir Letter to Investors – thank you for investing alongside us for the long term.

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