Money manager lessons, Labor's next tax targets, reporting season wrap | 6 Sep 2023

Wealth of Experience

In this week's episode, we welcome special guest, Ophir Asset Management Founder and Senior Portfolio Manager, Andrew Mitchell. Recently, Ophir celebrated the 10-year anniversary of its Opportunities Fund, which has returned more than 21% since inception. Andrew shares the lessons learned running the fund, the key rules of investing, some of the fund’s winners and losers, as well as where to find value now.

As usual, Firstlinks’ Managing Editor, Graham Hand, also joins us, this time to go the Intergenerational Report and possible targets to address intergenerational equity. And our other regular guest, Peter Warnes gives us a wrap up of the ASX reporting season, including the big winners and losers.

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1. Money manager lessons, Labor's next tax targets, reporting season wrap | 6 Sep 2023 (00:00:00)

2. Graham Hand - Intergenerational Report (00:02:17)

3. Graham Hand - Government inaction on report findings (00:06:39)

4. Graham Hand - avoiding tax (00:10:20)

5. Graham Hand - possible tax targets (00:12:19)

6. Peter Warnes - ASX reporting season (00:19:39)

7. Peter Warnes - earnings guidance has been the issue (00:22:05)

8. Peter Warnes - how blue-chips performed (00:26:59)

9. Peter Warnes - market likely range-bound (00:29:26)

10. Andrew Mitchell - lessons from running a fund for a decade (00:31:31)

11. Andrew Mitchell - stocks that have done well and those that haven't (00:35:50)

12. Andrew Mitchell - equities less risky than bonds in long-term (00:39:16)

13. Andrew Mitchell - one stock with a great future (00:42:06)

14. Andrew Mitchell - on discount at OPH (00:47:25)

15. Andrew Mitchell - how much macro plays a part (00:51:40)

16. Andrew Mitchell - why small caps are set to outperform (00:53:08)