Andrew Mitchell
Founder and senior portfolio manager at Ophir Asset Management, known for managing Ophir's small-cap strategies and delivering strong long-term fund performance through deep fundamental research.
Best podcasts with Andrew Mitchell
Ranked by the Snipd community
5 snips
May 24, 2025 • 51min
Andrew Mitchell: The market always wins
Andrew Mitchell, founder and senior portfolio manager at Ophir Asset Management, navigates the complexities of the current equity market landscape. He discusses the challenges posed by rising bond yields and the need for adaptability amid recession concerns. Mitchell emphasizes the potential of small and mid-cap stocks, shares insights on a promising tech company under the radar, and highlights the vital role of strong management teams in driving investment success. His optimistic outlook showcases the importance of resilience in market strategies.
4 snips
Nov 30, 2025 • 39min
Best of the Best: Good investing starts with a great process - Andrew Mitchell | Ophir
Andrew Mitchell, founder and senior portfolio manager at Ophir Asset Management, reveals the art of uncovering small-cap investment opportunities. He dives into the importance of rigorous, on-the-ground research and shares how understanding customer dynamics can lead to profitable insights. Mitchell discusses his daily routine of crafting stock theses and emphasizes the underrated skill of self-awareness in investing. He highlights the need for constant re-evaluation and the value of position sizing, advocating for an approach that prioritizes conviction and thoughtful analysis.
