In recent years, there's been an increasing trend of successful
Australian businesses expanding offshore. In prior decades, offshore
expansion attempts had rarely gone well. But now, Australian businesses
ranging from fintech to retailers have seen their fortunes grow
Andrew Mitchell, Director and Portfolio Manager at Ophir Asset
Management, says one key reason has been the falling costs building a
brand overseas. While once, a huge team of marketing and salespeople
would’ve been required to launch a brand offshore. But today, this can
be done with a small team using Google or Facebook ads.
In this podcast, Andrew tells us how identify these offshore growers, why A2 Milk could double, or even triple its market share, and he gives us an update on his #1 stock for 2020.
- 2:49 – Ophir’s origins in a tough market environment
- 5:53 – Lessons from the '08
9:27 – Challenges and opportunities in listed funds
17:57 – The indicators of a high growth company
- 20:17 – Offshore growers: why Andrew is attracted to them
21:11 – How to identify those offshore growers
- 28:55 – An update on the City Chic thesis
32:02 – What is value really?
35:30 – Why A2 Milk could double, or even triple its market share
- 39:56 – Andrew answers our three favourite questions
Learn more about Ophir
Ophir employs a fundamental, bottom-up research approach aimed at identifying businesses with the ability to meaningfully grow and compound earnings over time.
Click the ‘CONTACT’ button below to get in touch.
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