Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Ophir Asset Management

  •   7 May 2025
  •      
  •   

A surreal moment at Ophir

The Ophir Opportunities Fund currently ranks not only the number 1 performing Australian Small Cap fund over the last 10 years, but the number 1 performing fund over 1, 2, 3, 5, 7 and 12 years out of around 50 funds (according to the Mercer survey).

In total, the Ophir Opportunities Fund has returned investors about 23% p.a. after fees since we started in 2012, or around 13 times their money v’s 2 times for the ASX Small Ordinaries benchmark.

If you told Steve or I that we would achieve these returns when we started, we wouldn’t believe you. Back then we were in a tiny office with room for just two desks and no air-conditioning!

While the Australian Ophir Opportunities Fund is closed at capacity, our Global Opportunities Fund is open to new investors (but won’t be for a long time). Also our Aussie High Conviction Fund that trades under ticker ASX:OPH, and shares many of the same investments with the Aussie Opportunities Fund, is also open by its nature as a listed investment trust.

I have personally been investing in our No.1 ranked Ophir Global Opportunities Fund in recent times because Global Small Caps are trading the cheapest in 25 years to Global Large Caps (the Fund has returned 16.4% p.a. after fees since 2018 inception).

If you would like to speak to anyone at Ophir about investing in our funds or would like an update, please contact our CEO Brendan Carrig on [email protected].

See AFR article here

 

  •   7 May 2025
  •      
  •   
banner

Most viewed in recent weeks

How cutting the CGT discount could help rebalance housing market

A more rational taxation system that supports home ownership but discourages asset speculation could provide greater financial support to first home buyers.

Want your loved ones to inherit your super? You can’t afford to skip this one step

One in five Australians die before retirement and most have not set up their super properly so their loved ones can benefit from all their hard work and savings. 

Super is catching up, but ageing is a triple-threat

An ageing Australia is shifting the superannuation system’s focus from accumulation to the lifecycle of retirement. While these pressures have been anticipated for decades, they are now converging at scale and driving widespread industry change.

Has Australia wasted the last 30 years?

The 20 years after Peter Costello left Treasury have been deemed wasted...by Peter Costello. The missed opportunities for Australia began long before.  

Meg on SMSFs: Last word on Div 296 for a while

The best way to deal with the incoming Division 296 tax on superannuation is likely doing nothing. Earnings will be taxed regardless of where the money sits, so here are some important considerations.

The 5% deposit scheme is bad for homeowners and Australia

An ‘affordability’ scheme making the county more vulnerable to economic shocks and contributing to the deteriorating financial situation of everyday Australians.

Latest Updates

Investment strategies

The thin line between investing and gambling

Prediction markets are blurring the line between investing and speculation and savvy investors can profit from this trend by heeding the advice of famed investor, Benjamin Graham.

Strategy

The refinery problem: A different kind of energy crisis in 2026

The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.

Gold

Are we running out of gold?

Geopolitical instability and challenges with new gold discoveries mean we may be approaching a structural shortage of mineable gold, but what does this mean for gold's overall long-term availability?

Investment strategies

ETF investors adding to portfolios during recent volatility

In the face of recent market volatility investors continue to add to their ETF portfolios with these ETFs getting notable inflows, indicating that long-term fundamentals remain solid.

Strategy

Policy setting in democracies

Democracies aren’t a given, and policymakers need to be mindful not to alienate communities and instead be more aligned with mainstream ideas and attitudes. 

Investment strategies

Take my money and lie to me… again

As private funds increasingly show signs of cracking and buckling under a complete lack of liquidity, the salespeople do their best to keep the cash pouring in from new investors. 

Economy

Australia was once a world leader in innovation, now the system is ‘broken’

Ambitious Australia joins a long line of reports examining research and development, finding Australia has fallen behind its peers on many fronts. It urges bold reform to address declining productivity and research spending.

Sponsors

Alliances

© 2026 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.