We're kicking off Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance. Today we’re joined by Andrew Mitchell, founder and senior portfolio manager at Ophir Asset Management.
Andrew explains how true small-cap specialists uncover opportunities most investors never see, and the hard, unglamorous research that sits behind Ophir’s track record.
In this episode:
• How Ophir builds conviction: customers, suppliers, ex-staff and on-the-ground research
• “Pounding the rock”: daily stock theses, avoiding drift and constant re-checks
• The most underrated investing skill: self-awareness and checking your ego at the door
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
Looking for some of our favourite research tools?
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
