growth investing

The investing landscape will remain uncertain for the remainder of 2019, with bond and equity markets seemingly sending contradictory signals, GSFM and its fund...

During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche...

Nearly 20 years after the last technology bubble, we’re in funny season again, and you don’t need to be an economics PhD to see it. Crazy valuations are being...

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...

The debate over whether a value or a growth style produces better long term investment returns continues, with staunch advocates on both sides. Certain high profile...

For decades, traditional wisdom held that value investing is the only way to outperform, and with good reason. Until the GFC, value had outperformed growth in all but...

When Warren Buffett first started buying businesses with ‘moats’ in the 80s, such as Coca Cola, his disciples thought he was crazy. More than 30 years later, buying...

Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? After ten years of ‘growth’ leadership, the debate around style timing is intense. Following...