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Ophir Asset Management Pty Ltd
Andrew Mitchell · Asset Manager · Growth
Ophir Asset Management Pty Ltd is an Australian boutique fund manager established in 2012 by founders Andrew Mitchell and Steven Ng. Headquartered in Sydney, the firm specializes in active fund management with a primary focus on high-quality small and mid-cap equities in both Australian and global markets. They manage capital for various clients, including institutions, family offices, and individual investors, leveraging an extensive investment process to deliver long-term outperformance. The firm is known for its benchmark-unaware, high-conviction approach and a commitment to limiting fund capacity to maintain investment agility and maximize returns.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +48.0% |
| YTD return | +44.5% |
| Sharpe ratio | 3.63 |
| Win rate | 64% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ophiram.com.au |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| PENG | Penguin Solutions, Inc. | 9.5% | +70.9% |
| SIMO | Silicon Motion Technology | 8.7% | +140.2% |
| MRX | Marex Group plc Ordinary Shares | 6.9% | +59.2% |
| AIR | AAR Corp | 6.8% | +51.9% |
| VVX | V2X Inc | 5.9% | +30.8% |
| SXI | Standex International Corporation | 5.5% | +20.9% |
| CDNL | Cardinal Infrastructure Group Inc. Class A Common Stock | 5.4% | +48.3% |
| PDFS | PDF Solutions Inc | 5.4% | +19.8% |
| DCO | Ducommun Incorporated | 4.9% | +94.0% |
| EZPW | EZCORP Inc | 4.8% | -15.4% |
| TRNS | Transcat Inc | 4.4% | +26.1% |
| RDVT | Red Violet Inc | 4.0% | +38.5% |
| MGNI | Magnite Inc | 3.8% | +90.1% |
| ANDE | The Andersons Inc | 3.7% | +2.2% |
| CDNA | CareDx Inc | 3.6% | +18.3% |
| PNTG | Pennant Group Inc | 3.5% | +42.1% |
| IRTC | iRhythm Technologies Inc | 3.4% | +9.8% |
| DPMAY | Diploma PLC | 3.4% | 0.0% |
| SYNA | Synaptics Incorporated | 3.3% | -30.2% |
| IESC | IES Holdings Inc | 3.1% | +70.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 27, 2026 | SELL | CDNL | 5.4% → 4.9% |
| Jul 27, 2026 | BUY | PDFS | 5.4% → 5.5% |
| Jul 27, 2026 | BUY | ANDE | 3.7% → 3.7% |
| Jul 27, 2026 | SELL | AIR | 6.8% → 6.5% |
| Jul 27, 2026 | BUY | CDNA | 3.6% → 3.4% |
Investment Style Analysis
Ophir Asset Management Pty Ltd is widely recognized for employing a Growth strategy. As of Aug 20, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Aerospace & Defense and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 27, Ophir Asset Management Pty Ltd made a significant move by reducing the position in CDNL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Ophir utilizes a fundamental, bottom-up research approach focused on identifying businesses with the ability to meaningfully grow and compound earnings over time. The firm operates with a high-conviction, benchmark-unaware philosophy, resulting in concentrated portfolios of typically 20 to 40 companies. They prioritize investing in smaller, under-researched stocks where they believe substantial value can be discovered through rigorous analysis and company visitation. Furthermore, the investment team ensures alignment with unitholders by making significant personal investments within the funds they manage.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Ophir Asset Management Pty Ltd.
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Frequently asked questions
How is the simulated portfolio for Ophir Asset Management Pty Ltd constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Ophir Asset Management Pty Ltd's largest holding?
As of the latest filing, Ophir Asset Management Pty Ltd's top position is Penguin Solutions, Inc. (PENG), representing 9.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Ophir Asset Management Pty Ltd's historical performance and risk profile?
Our simulation indicates a total return of +48.0% with a win rate of 64%. Notably, the portfolio maintains a Sharpe Ratio of 3.63, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Ophir Asset Management Pty Ltd primarily invest in?
Ophir Asset Management Pty Ltd has a strong preference for the Aerospace & Defense sector, which makes up 17.6% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Ophir Asset Management Pty Ltd's portfolio concentrated or diversified?
Ophir Asset Management Pty Ltd runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Ophir Asset Management Pty Ltd performed in 2026?
Our AI-simulated model portfolio for Ophir Asset Management Pty Ltd tracks a Year-to-Date (YTD) return of +44.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Andrew Mitchell manage Ophir Asset Management Pty Ltd directly?
Yes, Andrew Mitchell serves as the key portfolio manager for Ophir Asset Management Pty Ltd, overseeing the investment strategy and final capital allocation decisions.