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IN THE LATEST QUARTERLY REPORT - JUNE 2019

Speculative tech stocks are back in vogue. Long-term investing is on the nose. Is now the time to give up on Australia’s active fund managers?

  • Ausnutria's cash goat in China
    Relative to the world’s most expensive growth stocks, it looks like a steal.
  • Autotrader: Premium business, premium price
    Auto Trader will continue to grow nicely, and not via unjustified price gouging.

$167.4M

Portfolio value at 28 June 2019

$166.7M:
May 2018

$172.2M:
April 2018

30

Stocks in this fund

as at 28 June 2019

12.51%

Average annual return since inception

as at 28 June 2019

$1.5648

Buy price

as at 28 June 2019

For more regular insights into Chief Investment Officer Steve Johnson’s thoughts on investing, the Australian Fund and the wider market, visit the Forager Blog.