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Ophir Asset Management

  •   7 May 2025
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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
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