May 14, 2019
The four reasons we would sell a company

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

As investors, when valuations are elevated, it is important that we remain disciplined not only in respect of which companies we add to our portfolios but which ones we exit.

Dear Fellow Investors,

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

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