Andrew Mitchell: Outlook for Aussie & Global Growth Small Caps The Rate Of Change

In today’s ROCast Murdoch sits down with Andrew Mitchell, one of the founders at Ophir Asset Management.

Andrew alongside Steven Ng and other colleagues manage four funds. Ophir has a fundamental, bottom up research approach aimed at identifying businesses domestically and internationally with the ability to meaningfully grow and compound earnings overtime. To put it another way, they want to find new companies before they end up in Vogue.

For me I really enjoyed delving into the process of the how, in particular how they go about trying to be the first to discover a new business before it gets in Vogue. Andrew unpacks Transmedics and Life 360 and their process which enabled them to be confident to commence buying into the businesses before Mr Market .

Also, before we get into the conversation let me ask you ask you this question Andrew asked me. How long does it take to make 10 times your money compounding at 22 % per annum? If you have worked it out…. Brilliant…. if you haven’t or you are wondering why this is relevant then join us and hear Andrew breakdown why its an exciting number for them.

Companies Discussed:
Transmedics (TMDX - NASDAQ)Life360 (360.ASX)
You can reach me at mgatti@ywm.com.au.

I hope you find this conversation as much as I did. So sit back, relax, and enjoy.