By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
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.
Dear Fellow Investors,
Welcome to the September 2019 Ophir Letter to Investors – thank you for investing alongside us for the long term.
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