Hedge Fund - Ophir Asset Management

Andrew Mitchell And Steven Ng Bio, Returns, AUM, Net Worth

Ophir Asset Management is a prominent small cap global and Australian equities fund manager, overseeing assets exceeding a billion dollars. Its investor base comprises wealth advisers, pension funds, family offices, and private individuals. The flagship Ophir Opportunities Fund has delivered an impressive annualized return of 21.3% net after fees over the past decade, from its inception in August 2012 to December 2022.

Andrew Mitchell is a Co-founder & Senior Portfolio Manager at Ophir Asset Management, leveraging extensive experience from prior positions at Paradice Investment Management, Commonwealth Bank, and Commonwealth Treasury. He earned his Honours in Economics from the University of Adelaide between 1997 and 2002.

Steven Ng serves as a Portfolio Manager at Ophir Asset Management, drawing on a wealth of experience gained from key positions at Paradice Investment Management, Credit Suisse Asset Management, and ING Investment Management Australia. He holds a Bachelor of Accounting from the University of Technology, Sydney, awarded between 1995 and 1997.

Ophir Asset Management reported managing $570,751,532 in 13F securities as of Q1 2024, with a top 10 holdings concentration of 53.06%. Their largest position is in GoDaddy Inc., with 332,703 shares held.

Andrew Mitchell And Steven Ng
Fund Profile
Filing Period:
Fund Name: Ophir Asset Management
Manager Andrew Mitchell And Steven Ng
Portfolio Value $564,315,918
Change This QTR +0.99%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. SGH 1,501,654 $34,342,827 +118% 6.08%
2. OSIS 226,736 $31,180,735 +47% 5.52%
3.
Stride Inc
432,714 $30,506,337 -13% 5.4%
4. HQY 334,473 $28,831,573 -4% 5.1%
5. CACI 62,317 $26,804,411 +10% 4.74%