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The OPIS Capital Funds ('the Funds') aim to provide investors with an exposure to a unique portfolio of companies that will produce sustainable long-term returns in excess of those provided by the overall Australian equities market.
• OPIS is focused on producing long-term returns for our clients.
• OPIS looks to invest in simple industrial businesses, with a history of profits and dividends, and which offer a predictable future earnings stream
that we are able to value.
• OPIS only invests in securities listed or about to be listed on the Australian Stock Exchange.
• OPIS has a flexible investment mandate which extends to the Fund's cash holdings, Cash is held until suitably attractive investments are discovered and purchased.
• The investment team are owners of the business and have made personal investments in the Funds.
• The Funds are managed on a full-time basis by a stable team of investment professionals.
• OPIS seeks to meet with the management of all investee and
potential investee companies, equated to over 400 meetings and
site visits a year.
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