The Ophir High Conviction Fund is a long only, small and mid-cap fund. The Fund typically invests in 15-30 companies listed outside the S&P/ASX 50, providing investors with a concentrated exposure to a portfolio of high quality listed businesses.
Utilising Ophir’s extensive fundamental, bottom-up research process, the Fund aims to identify under-researched or under-valued businesses leveraged to structural growth opportunities with an ability to deliver ongoing positive earnings revisions.
The majority of businesses within the portfolio will typically already have established business models with large or growing end markets and a clearly identifiable pipeline of future growth opportunities. As a concentrated portfolio, the Fund seeks to identify the very best of these opportunities to ensure each portfolio position delivers a meaningful impact on overall portfolio returns.
It is anticipated that OPH will list on the ASX during December 2018.
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