OPH 0.76% $2.61 ophir high conviction fund

Ann: Weekly NTA 12.01.2024, page-10

  1. 3,356 Posts.
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    Yes, Sharkies and perhaps you would like to disclose your conflict of interest - or I could for you?

    LSF are currently the best hedge fund in the country, but yes they had a shocker following their notorious float.

    Secondly, the fact over 80% of managers can't beat the index over the long term... has meant I have disdain for the majority of managers.

    You would have probably noticed that my post pertained not to OPH's recent underperformance, but the issuance of new shares at a premium to the prevailing share price.

    Finally, I have no issues with paid mouth pieces coming out to protect Ophir - just disclose it.
 
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