Ophir: Growth hides all sins

There was a time when having exposure to companies with offshore earnings was considered a negative for Australian investors. Today, however, Australia’s most successful growth investors are seeking to identify those companies with the ability to enter and then capture a thin slice of some truly lucrative global markets.
The team at Ophir Asset Management currently generates close to 50% of their portfolio earnings from offshore, and with a 5-year return of ~35% p.a. the strategy appears to be playing out.
In the latest episode of Livewire’s exclusive CIO Profile series, Steven Ng from Ophir Asset Management outlines their investment philosophy and highlights some of the companies they’re backing today.
Recorded: 22/11/2017
Visit www.livewiremarkets.com for more exclusive interviews.

[@LazyIndieGamer]

18:20 Did he mean 10%?

[@oeirjoejrogoeirjgoierjg6449]

Smooth Buscemi hey bro what drugs do u smoke

[@LazyIndieGamer]

Drugs are bad mmkay?

[@grabeach]

Assuming oeirjoejrog is not their spokesperson, then it appears Ophir don't respond to comments on their videos as well as to emails. Strange way to do business.

[@Livewiremarkets]

Graeme this is a Livewire video not an Ophir video.

[@grabeach]

I was quite impressed with Ophir until I tried to invest with them in at the beginning of the year. They and Netwealth couldn't agree on whether, and in what form, the High Conviction Fund was available. As at 12/1/17 Ophir were going to "investigate and revert" (report? reply?). I followed up with emails on 9/3 and 11/4 as to what was happening. No response was received to either, not even an acknowledgement.

[@oeirjoejrogoeirjgoierjg6449]

grabeach calm down lmao

[@glamoc0000]

Low-cost index funds guys that is the answer