October 16, 2019
Letter to Investors – September

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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