Asset ManagerRIA · CRD 312619SEC-Registered

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Ophir Asset Management

Ophir Asset Management is one of Australia's most recognised and best performing small and mid-cap equities managers. Its passion is investing in fast growing...

Ophir Asset Management

Ophir Asset Management is one of Australia's most recognised and best performing small and mid-cap equities managers. Its passion is investing in fast growing and high-quality emerging businesses in the Australian and global share markets that have the potential to be household names. Founded in 2012, it manages capital for institutions, family offices, private wealth groups and individual investors.

General information

Firm type

Boutique small/mid-cap equities fund manager

Year founded

2012

Location

Region

North America

Country

Australia

City

Denver

Corporate office

Sydney, New South Wales, Australia

Additional offices

New York, United States · Greenwich, United States

Principals

Andrew Mitchell

Director & Portfolio Manager

Steven Ng

Director & Portfolio Manager

Sector focus

FinancialsHealthcareIndustrialsConsumer

Frequently asked questions

Who leads investment decisions at Ophir Asset Management?

Andrew Mitchell and Steven Ng serve as co-portfolio managers for the flagship Ophir Opportunities Fund. Both have been with the firm since its founding in 2011 and share responsibility for stock selection and portfolio construction. They are supported by a small team of analysts, though the firm does not publicly list the full team.

Does Ophir use leverage or derivatives?

Per public filings and fund documents, the Ophir Opportunities Fund operates without leverage, short selling, or derivatives as core tools. The fund is a pure long-only equity strategy, providing straightforward beta exposure with a focus on alpha from stock selection.

Is Ophir affiliated with any larger financial group?

Ophir Asset Management is an independent boutique. It is not part of a bank, insurance company, or global asset manager. The founders Mitchell and Ng own the firm, which remains private.

What sectors does Ophir typically avoid?

The firm does not publish a strict exclusion list. However, given its small-cap focus it naturally avoids large-cap, commodity-exposed mining and energy companies that dominate the broader ASX. Its disclosed holdings skew to financials, healthcare, industrials and consumer-facing businesses.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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