Steve Johnson’s compelling and honest discussions of both markets and fund performance is outlined in this Livewire article. In addition, the article delves into the recent Forager Australian Shares Fund webinar.
Forager Funds is hoping to make amends for a dismal performance in its global fund over the last six months as it bargain hunts following the savage and indiscriminate sell-off in global equity markets through January.
Forager Funds’ portfolio manager Harvey Migotti on how to find value in global stock markets
With inflation on the rise and indications that the global post-COVID rebound is starting to fade, hear from Portfolio Manager Harvey Migotti as he speaks with Stockhead to discuss the outlook for the second half of 2021 and why a “nimble” approach may be required.
With news of a Covid vaccine, there have been different reactions depending on the type of stock. In this interview, moves in retail stocks are discussed. Chloe Stokes, Investment Analyst for Forager Funds Management speaks to Elysse.
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.
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.
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
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.
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.
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.
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.
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