November 18, 2019
Letter to Investors – October

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

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.

Dear Fellow Investors,

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

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