Ep 55: Andrew Mitchell - Keeping a finger on the pulse of small caps

Inside the Rope with David Clark

The Ophir Opportunities Fund has returned 26.1% p.a. since inception in August 2012 (net of fees) and their latest Global Opportunities Fund has returned 33.8% p.a. since inception in October 2018 (net of fees). Andrew attributes the success of Ophir's funds to their commitment of keeping their finger on the pulse, travelling a lot, meeting companies, learning from their mistakes and creating a strong alignment of interests between the team and their funds. In Andrew's words "I do not own a couch, I don't own cushions on a couch, I don't even own a bed. I own sheets, I own pillows, I own cutlery, I own clothes and I own a lot of units in the Ophir funds."