Ophir Asset Management PTY LTD
Ophir Asset Management Pty Ltd is a prominent Australian investment firm founded in 2012 and headquartered in Sydney, New South Wales. The firm specializes in active fund management with a focus on small and mid-cap equities across the Australian and global share markets. Ophir manages capital for institutions, family offices, private wealth groups, and individual investors. Led by founders Andrew Mitchell and Steven Ng, the firm is recognized for its strong long-term performance and boutique approach, with a staff size of fewer than 25 employees.
Investment Strategy
Ophir Asset Management specializes in investing in high-quality, fast-growing small and mid-cap companies, primarily outside the S&P/ASX 50. Their funds typically hold a concentrated portfolio (20–40 companies), providing investors with focused exposure to emerging industry leaders. The firm emphasizes a high-conviction, research-driven process to identify businesses with the potential to become household names. They cap fund capacity to maintain agility and maximize potential returns, investing across sectors such as financials, health care, consumer discretionary, industrials, and information technology, and allocate globally as the opportunity set dictates.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R REZI | RESIDEO TECHNOLOGIES INC | 7.28% | $45.8M | 1,605,562 | $22.06 | $22.06 | +$45.8M |
P POWL | POWELL INDUSTRIES INC | 6.79% | $42.7M | 185,127 | $182.59 | $210.45 | +$24.3M |
A AIR | AAR CORP | 6.65% | $41.8M | 551,068 | $59.51 | $68.79 | -$7.1M |
G GENI | GENIUS SPORTS LTD | 5.90% | $37.1M | 3,299,444 | $6.28 | $10.40 | -$6.2M |
V VVX | V2X INC | 4.61% | $29.0M | 613,343 | $50.31 | $48.55 | +$12.3M |