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Podcast: lessons from a decade of patient investing

Season 2, Episode 7

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.

The podcast is also available via our dedicated website page, Google Podcasts, Apple Podcasts, Spotify, and BuzzSprout.

Please share with friends and colleagues, and a favourable rating would help spread the word. We welcome questions and suggestions at [email protected].

Grab a cuppa and settle in for our chat.

James Gruber
Editorial, Firstlinks and Morningstar

 

  •   6 September 2023
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