Monthly Musings

In this “Monthly Musings” for July, we look at the key market movements throughout the month and feature an episode of our Finding the Front podcast with Ophir Asset Management Founder and Senior Portfolio Manager, Andrew Mitchell.

Andrew shares his journey from growing up in Adelaide and starting out in the industry, through to the opportunity to work with David Paradice and his team. He reflects on how the GFC shaped his views and investment outlook, the founding of Ophir, the principles behind the business, and his approach to building one of Australia’s most highly regarded small and mid-cap fund managers.

We also release the latest 3 Minute Tech video, exploring what happens to your superannuation when you die, and share highlights from our attendance at the 2026 Dowerin Field Days.

Monthly Musings

In this “Monthly Musings” for June, we look at market movements for the month and give an overview of the sale of the Capital Markets business to BMO Financial Group. We also feature an episode of our “Finding the Front” podcast with Liontown CEO Tony Ottaviano, who shares his journey from BHP executive to lithium leader, building offtake deals with Ford, LG and Tesla, navigating China’s grip on the market, and landing a $50m cornerstone investment. Plus, we release a video of “3 Minute Tech” covering Super’s new tax for balances above $3m, and share the results of our 8th annual Commission for a Cause Day.