OPH ophir high conviction fund

Research

  1. 3,565 Posts.
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    Just starting my research journey on this fund and company. The purpose of this thread will be to document the journey as a resource database and hopefully generate some discussion along the way. My research often goes off on curiosity tangents,  so I apologise for that in advance.

    The first thing of note that I have found interesting is the top 20 shareholders. Cambooya Pty Ltd was listed as the top holder with 12.2% when the fund was listed in late 2018. I note they own 12.12% as of 31 July 2020.

    So who is Cambooya I thought to myself and why are they invested here.
    Research resources reviewed:
    https://fundcomb.com/funds/cambooya-(vincent-fairfax-family)
    https://www.marketindex.com.au/asx/oph
    https://vfff.org.au/
    https://www.linkedin.com/in/kathryn-young-cfa-8323766?originalSubdomain=au
    https://www.linkedin.com/in/mattwacher?originalSubdomain=au
    https://www.investmentmagazine.com.au/2020/07/cambooya-family-office-war-chest-ready-and-waiting/

    The interview in the last link was a demonstration of superb management and communication skills.

    That's enough for today.
 
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Last
$3.08
Change
-0.010(0.32%)
Mkt cap ! $685.6M
Open High Low Value Volume
$3.10 $3.10 $3.06 $1.358M 440.9K

Buyers (Bids)

No. Vol. Price($)
1 557 $3.08
 

Sellers (Offers)

Price($) Vol. No.
$3.09 25670 2
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