Ep 55: Andrew Mitchell - Keeping a finger on the pulse of small caps

The Ophir Opportunities Fund has returned 26.1% p.a. since inception in August 2012 (net of fees) and their latest Global Opportunities Fund has returned 33.8% p.a. since inception in October 2018 (net of fees). Andrew attributes the success of Ophir's funds to their commitment of keeping their finger on the pulse, travelling a lot, meeting companies, learning from their mistakes and creating a strong alignment of interests between the team and their funds. In Andrew's words "I do not own a couch, I don't own cushions on a couch, I don't even own a bed. I own sheets, I own pillows, I own cutlery, I own clothes and I own a lot of units in the Ophir funds."

Om Podcasten

In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a software application development company.