Equities
Andrew Mitchell

People often ask us what investment style is Ophir Asset Management? We respond we are style agnostic, if we believe there is money to be made buying a company that is growing significantly we will invest in it. Likewise, if we believe there is an unloved company that will see... Show More

Andrew Mitchell

While the domestic economy continues to face a myriad of growth hurdles near term, Australian businesses with established channels into higher growth offshore markets (particularly the US and Asia) have been amply rewarded for their investment in overseas expansion. Show More

Andrew Mitchell

Never before has the Australian small and mid-cap equity market experienced such a broad variety of Australian and NZ-based businesses achieving stellar success in overseas markets. Where offshore expansions have long been an investment graveyard for larger-cap Australian businesses desperately looking for growth avenues to supplement mature domestic market positions... Show More

Equities
Andrew Mitchell

The difficult combination of structural sector headwinds, a slowing economy and a patchy consumer ultimately has meant that retail businesses in Australia have been forced to innovate to maintain an existence – either by evolving traditional business models or by including additional technology features to make products and services more... Show More

Investment Theme
Andrew Mitchell

Despite continuing equity market volatility and ongoing geo-political uncertainty (both domestically and overseas), corporate activity again remained elevated towards the end of 2018 as an array of Australian businesses were either subject to takeover announcements or sought to raise capital to fund their own growth initiatives. Show More

Equities

Despite a sharp fall in October, Afterpay is still the ASX200’s top performer over 12 months, with a remarkable gain of 166%. Speaking at a recent event held by IRESS and Livewire, Andrew Mitchell from Ophir Asset Management discussed the outlook for the stock. While the company is facing regulatory... Show More

Andrew Mitchell

Not unlike the regenerative quality of an Australian summer bushfire, equity market corrections are a necessary evil of healthy and well-functioning markets. More often than not, they allow share markets to recalibrate and consolidate over the shorter-term, whilst also acting as an agent to transfer capital from weaker, short-term hands... Show More

Andrew Mitchell

It’s difficult to remember a time when such a wide variety of Australian-based businesses were enjoying considerable success across the United Kingdom, particularly given it has long developed a fierce reputation as an investment graveyard for a variety of ASX-listed companies. Show More

Andrew Mitchell

The recent whipsaw of capital back towards higher growth / higher valuation businesses has been most evident across the more growth-heavy small and mid-cap equities space, particularly following significant contributions from companies within the emerging technology and IT sectors. Show More

Andrew Mitchell

In the last two years, the human population has created more information and data than the cumulative amount of data created in the history of the human race. Data centres are critical pieces of infrastructure enabling this. Here we review the results from NextDC, Australia's most successful company in the... Show More

No comments.