EPISODE · Sep 5, 2023 · 59 MIN
Money manager lessons, Labor's next tax targets, reporting season wrap | 6 Sep 2023
from Wealth of Experience · host Firstlinks and Morningstar
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.
What this episode covers
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...
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Money manager lessons, Labor's next tax targets, reporting season wrap | 6 Sep 2023
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