Manage episode 521971035 series 2636819
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
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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.
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