asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: OPH
release_schedule:
structure: Listed Investment Company
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fund_features:
Ophir High Conviction Fund (OPH) is a newly established listed investment trust that invests in high quality companies which are generally small-to-medium sized companies outside the S&P/ASX 50. The Trust listed in December 2018 after converting from an unlisted unit trust which had an inception date of August 2015. The Trust is managed by Ophir Asset Management. The Trust aims to provide shareholders a with a concentrated exposure to a portfolio of high quality listed businesses.
- OPH’s investment philosophy is to invest predominantly in Growth At a Reasonable Price (GARP) investment approach.
- The manager seeks to identify stocks for inclusion that are greater than $500m market cap range and exhibit characteristics such as sound management, strong balance sheets, a long runway for growth, exhibit some form of competitive advantage and are at least reasonably priced.
- A conventional qualitative focused, fundamental bottom up style typical of small cap mandates is followed by the Manager with an emphasis on companies that are under researched and are considered undervalued by the Manager.
- Typically the portfolio consists of between 15 and 30 securities.