Media

5 cash earners for a crisis

Steve Johnson from Forager speaks with Ben McGarry from Totus Capital about which stocks are positioned to be either cash earners or cash burners in a cycle that’ll likely be marked by Australia’s first recession in nearly three decades.

Current State of the Market

Steve Johnson from Forager speaks to Elysse at ABC News about the current state of the market.

Forager Turns Ten

Steve Johnson answers ten questions about Forager’s journey over the past 10 years.

2019 Annual Roadshow

In his presentation, Steve explains why periods of underperformance are an inevitable feature of our concentrated long-term investing approach. He also explains why a deeply unloved portfolio of value stocks might have a place in your portfolio.

Performance Focused Webinar

This webinar focuses exclusively on fund performance.

US Slowdown

U.S. Economy shifts into low gear as fiscal boost wanes

Brexit Battle

Navigating the UK stockmarket amid brexit uncertainty

Australian Agricultural Update

Australian agricultural floods cost $6-8m whilst droughts cost $28m. The effects have trickled down to some key Australian businesses

Market Insights

With the MSCI All World Index up roughly 11% since the beginning of the calendar year, what does this mean for markets leading into the remaining of 2019?

Market Insights

Steve discusses market conditions and opportunities in the post-reporting season period

Australian Market Update

Steve Johnson talks Rio Tinto and A2 Milk with Ticky on YourMoney.

Reporting Season

Australian public equity reporting season has been rattled by weak consumer confidence.

Market Movements

AACO flags significant impact of floods.

Auto Sector

Trade and global growth worries weigh on auto sectors globally.

Global Markets

US-China trade optimism helps global market rally

2018 Wrap-Up

Happy Holidays from the Forager team.

End of Year Summary

A summary on performance in 2018 and what 2019 holds for Forager.

Welcomed Volatility

Local markets set to ride the tails of Wall Street rally

May Survives

Theresa May will remain British PM

Investing in the Australian Market

Steve discusses why the Australian stock market is the most difficult in the world to find opportunities

Trade Tensions

Trade tensions ease at G20 summit in Buenos Aires

Interest rates

Interest rates affect the prices of all assets. In this discussion Steve looks at where interest rates are going, and the impact this may have on equity investments.

Day of the Dog: Buying Banged-up Stocks

James Marlay from Livewire hosts Steve Johnson from Forager Funds, and Mark Whittaker from Investors Mutual. Topics discussed include; the attributes of an attractive turn around, indicators a stock could be terminal, and they each share a banged-up stock of their own – one that looks attractive, and one that appears terminal.

Webinar – Fact and Fluff: The Pros and Cons of Investing in Themes

If you missed out on joining the team for the live discussion on theme based investing, you can see the slides and listen to the webinar here.

What Would a Rate Rise in the US Mean?

Steve Johnson features on ABC News, talking about the potential impact of interest rate rises in the US.

Livewire Exclusive – CIO Profile on Steve Johnson

An interview with Forager’s Chief Investment Officer, Steve Johnson. The original Livewire wire, including the transcript can be found here.

Forager Funds Roadshow Webinar

As part of the 2017 roadshow, we recorded a webinar – listen here if you weren’t able to make the roadshow in person.

An introduction to successful value investing in small to mid-cap stocks

This is a recording of our June 2017 webinar on: An introduction to successful value investing in small to mid-cap stocks. Steve Johnson presents and then answers audience questions.

TPG deepens Telstra’s looming earnings hole

What will be the impact to Telstra with TPG’s announcement that they will begin to provide mobile services?

Bank Regulators Warning on Capital

Steve Johnson appears on ABC The Business, discussing the bank regulators warning on capital.

Has this new breed of bull run its course?

Steve Johnson from Forager Funds comments on the current bull market in Australia at a Livewire event, alongside Geoff Wilson from Wilson Asset Management and John Murray from Perennial Value Management

Want Investment Value? Europe’s the last Bastion

In his monthly column for the AFR, Steve Johnson discusses where Forager is finding value internationally and some interesting companies in Europe.

Successful Value Investing in Small and Mid-cap Stocks

Steve Johnson presented a webinar via Netwealth on some tips for successful value investing. Listen to the webinar here.

Investors, like tennis players, need to be patient

Steve Johnson writes for the AFR on why investors must be patient in the current market, but be ready to act when opportunities for bargains arise.

ASX Listing Media Release

The official media release from Forager about listing the Australian fund on ASX

Buy Hold Sell: Resources on a run

Steve Johnson and Peter Hall from Hunter Hall give their views on a number of mining services stocks that have been star performers during 2016.

Expert Insights: Investing in the Trump era

Steve Johnson from Forager Funds and Peter Hall from Hunter Hall discuss investing in the Trump era and how this political event could impact the outlook for interest rates and US stock valuations.

The Future of the Forager Australian Shares Fund

Steve Johnson of Forager Funds discusses with Ticky Fullerton of the ABC the intended closure of the Forager Australian Shares Fund to new investments and the plans to then list on the ASX.

BHP Billiton $8bn Loss

Steve Johnson discusses the BHP Billiton result on the ABC and talks about the risks of investing in small to mid-cap stocks verses blue chip companies.

Buy Hold Sell: Where’s the Value?

Steve Johnson from Forager Funds and Stuart Jackson from Montgomery Investments talk with Matthew Kidman about whether certain stocks offer growth, but at a reasonable price.

Investors Get Little Reward from Complexity

Steve writes for the AFR explaining why the best investment ideas are often the most simple and why there is often little reward for complexity.

US Employment and Reporting Season

Steve Johnson from Forager Funds comments on the US Employment figures and the current reporting season in Australia

Reporting Season – Risks Ahead

Steve Johnson comments on the upcoming reporting season on the ABC and outlines some of the risks ahead for the economy.

Woolworths Jobs on the Radio

Daniel Mueller comments on the announced Woolworths’ profit forecasts and job losses on ABC radio.

The Implications of Brexit

Steve Johnson of Forager Funds discusses the implications of Brexit on Europe and the global economy with Ros Childs of the ABC.

New breed of smaller fund manager eyes offshore value

Glenda Korporaal from The Australian speaks to Steve Johnson about how he goes about finding different types of opportunities internationally, including some interesting stock stories.

How to spot a turnaround (and avoid a turkey) when investing

Steve’s article in the AFR talks about four key things to look for in a company that may turnaround its fortunes. And also four turnaround picks for the coming year.

The case for investing in accounting software

Steve Johnson writes for the AFR on the rise of Xero, MYOB and Reckon – accounting software for small to medium sized businesses.

Expert Insights: Protecting your portfolio from poor thinking

Matthew Kidman is joined by Steve Johnson of Forager Funds and Romano Sala-Tenna from Katana Asset Management, discussing the psychology of dangerous investor biases and how these might be overcome.

Why investors should not support Telstra’s global expansion

Steve Johnson writes for the AFR about Telstra’s proposed investment in the Philippines and the shareholders reaction to these plans.

Forager looks for value in global juggernauts, Google, eBay, Lloyds Bank

Sally Patten from the AFR met with the International Fund team from Forager to discuss where they search for value globally, and some of the stocks that have come to be in the portfolio.

That Sinking Feeling for Dick Smith Investors

Steve Johnson discusses the private equity “heist” of the Dick Smith float on the share market.

Buy Hold Sell: Fallen Angels

James Marlay of Livewire presents with guests Steve Johnson from Forager Funds and Roger Montgomery of Montgomery Investments about their current views on some big companies who’s share prices have fallen recently.

Forager’s Steve Johnson was identified as one of Australia’s top young fund managers by Smart Investor in July 2014. Read about his development as a value investor and lessons learned growing up on a farm.

Buy Hold Sell: Reporting Season

James Marlay is joined by Steve Johnson from Forager Funds and Roger Montgomery of Montgomery Investments, reviewing some stocks post reporting season.

Think twice before changing CGT

Steve Johnson writes for the AFR

Housing Construction Stocks

Steve Johnson of Forager Funds discusses with Matthew Kidman and Ben McGarry housing construction stocks. Are we past the peak in Australia?

The Outlook for IPOs

Matthew Kidman hosts Steve Johnson of Forager, along with Ben McGarry in the regular market insights discussion. The topic of the day is the current flurry of IPOs, despite the markets having dropped recently.

Why it’s too late to sell mining stocks but not too early to buy

Steve Johnson writes for the AFR

In the studio with Steve Johnson

The All Ordinaries index closed 23 points up at 5893. Big miners BHP Billiton and Rio finished the session up but smaller miners have been hit hard by the iron ore crash. Steve Johnson from Forager Funds speaks to Ticky Fullerton.

Iron Ore and Oil: Just how low can they go?

Matthew Kidman hosts Steve Johnson from Forager Funds and Tim Carleton from Auscap Asset Management in our regular thematic discussion. Iron Ore continues to defy expectations and move lower. BHP, RIO, Vale and FMG have all opened the production floodgates and combined with the slow down in China the back drop looks challenging. The story in energy markets has also been well documented. Record inventories and continued supply growth has seen oil prices on a slippery slope south. We ask our panellists for their take on a highly topical investment theme.

In the studio with Steve Johnson

Steve Johnson from Forager Funds speaks to Ticky.