Idiosyncratic themes over macro bets

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.

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