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Best of the Best: Good investing starts with a great process - Andrew Mitchell | Ophir
We're kicking off Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance. Today we’re joined by Andrew Mitchell, founder and senior portfolio manager at Ophir Asset Management.
Andrew explains how true small-cap specialists uncover opportunities most investors never see, and the hard, unglamorous research that sits behind Ophir’s track record.
In this episode:
• How Ophir builds conviction: customers, suppliers, ex-staff and on-the-ground research
• “Pounding the rock”: daily stock theses, avoiding drift and constant re-checks
• The…
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