Outlook for Aussie & global growth small caps: Andrew Mitchell

In today’s ROCast Murdoch sits down with Andrew Mitchell Co-Founder at Ophir Asset Management to discuss outlook, TMDX, Life360 & more.
Murdoch Gatti

York Wealth Management


Andrew alongside Steven Ng and other colleagues manage four funds. Ophir has a fundamental, bottom up research approach aimed at identifying businesses domestically and internationally with the ability to meaningfully grow and compound earnings overtime. To put it another way, they want to find new companies before they end up in Vogue.

For me I really enjoyed delving into the process of the how, in particular how they go about trying to be the first to discover a new business before it gets in Vogue. Andrew unpacks Transmedics and Life 360 and their process which enabled them to be confident to commence buying into the businesses before Mr Market .

Also, before we get into the conversation let me ask you ask you this question Andrew asked me. 

How long does it take to make 10 times your money compounding at 22 % per annum? 

If you have worked it out…. Brilliant…. if you haven’t or you are wondering why this is relevant then join us and hear Andrew breakdown why its an exciting number for them.


Companies Discussed:

  • Transmedics (TMDX - NASDAQ)

  • Life360 (360.ASX)


You can reach me at [email protected]


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York Wealth Management Pty Ltd ABN 46 605 610 679 is a Corporate Authorised Representative (No. 001007972) of AD Advisory Services Pty Ltd ABN 68 005 830 802, AFSL No. 237058. Murdoch Gatti is an Authorised Representative (No. 001007979) of AD Advisory Services Pty Ltd. This article contains general advice only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on it, you should consider whether it is appropriate to you in light of your objectives, financial situation and needs, and seek professional advice where appropriate. If a financial product is referred to, you should obtain and consider the relevant Product Disclosure Statement and Target Market Determination before making any decision about it. Every reasonable effort has been made to ensure the information is accurate at the time of publication, but no representation or warranty is given as to its accuracy, completeness or currency. Views of podcast guests and other third parties are their own. Links to third-party websites are provided for convenience only; we do not endorse and are not responsible for their content. Past performance is not a reliable indicator of future performance. York Wealth Management, AD Advisory Services and their representatives may receive fees or other benefits in relation to financial products and services. Please refer to our Financial Services Guide, available from York Wealth Management, for more information.

Murdoch Gatti
Founder | Private Wealth Adviser
York Wealth Management

Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals. York helps clients make better long-term decisions about how their capital is invested, structured and passed on....

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