Key Topics
- The role of global small- and mid-cap stocks
- Impacts as a result of market volatility
- Ophir Global Opportunities strategy
- Ophir Global High Conviction strategy
Global small- and mid-cap stocks have a key role to play in a broader all-cap portfolio, as a source of diversification and growth opportunities over the long-term. In the market volatility of 2022, these stocks have been significantly impacted, particularly small growth companies.
To unpack recent market events, we bring Ophir Asset Management to discuss their flagship global equity funds, Ophir Global Opportunities and Global High Conviction strategies.
Guests speakers
Andrew Mitchell
Andrew has over 15 years’ experience in portfolio management of listed companies, stockbroking and economic analysis. Prior to co-founding Ophir, Andrew worked from 2007 to 2011 as a portfolio manager at Paradice Investment Management.
Steven Ng
Steven has over 20 years’ experience in portfolio management of listed companies and management consulting. Prior to co-founding Ophir Steven worked with Andrew Mitchell as a portfolio manager at Paradice from 2009 to late 2011. His portfolio management experience also includes a successful track record managing portfolios at Credit Suisse Asset Management (2007-2009), ING Investment Management (2004-2007) and Macquarie Asset Management (2002-2004).
