Media
Australian Financial Review – 31/03/2023
Seven stocks to recession proof your portfolio
Read Steve’s comments in this article from The Australian for some ideas on recession-proof stocks and sectors.
Livewire Markets Buy Hold Sell – 01/03/2023
Chloe Stokes appeared on Livewire Markets to discuss stock picks for offence and defence, and the market outlook in an atmosphere of rising inflation and interest rate hikes.
Livewire – 16/03/2023
Forager Australian Shares Fund webinar takeaways
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.
Australian Financial Review – 02/02/2022
Forager hunting bargains in savage sell-off
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.
Money Management – 16/11/2021
Forager examines social media stocks
Social media stocks have been a pain point for Forager Funds Management after privacy changes by Apple caused their share prices fall.
Livewire – 6/10/2021
Stocks v property: Get ringside with a fundie and a mortgage broker
Steve Johnson joins Chris Bates, owner of Wealthful, where they debated the merits of investing in residential real estate versus stocks.
Eureka Report – 10 August 2021
Playboy, Twitter, US Lotteries Lift Forager Funds
Gareth Brown, portfolio manager at Forager Funds International Fund, talks to Alan about how international stocks like Playboy and Twitter have hoisted his fund 79 per cent in the past 12 months.
Stockhead – 29 July 2021
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.
Financial Autonomy – 14 July 2021
Why Active Management? Chloe from Forager Funds Management makes her case. – Episode 206
Paul from Financial Autonomy talks with Chloe from Forager Asset Management about the strengths of active management and her role within Forager.
Livewire – 18 June 2021
Setting up your portfolio for market “kryptonite”
Steve Johnson talks to Livewire and explains his strategy for tackling inflation and rebalancing a portfolio.
Yahoo Finance – 20 May 2021
Yahoo Finance Women’s Money Movement
Chloe Stokes joins some of the brightest women in finance for a 1 hour chat about all things money.
The Australian – 18 May 2021
‘Realistic’ Forager hunts $40 Afterpay
Steve Johnson discusses realism creeping back into the market.
Money News – 20th April 2021
Money News with Brooke Corte
Steve Johnson discusses recent performance and looking at the bigger picture when investing.
Ausbiz TV – 31 March 2021
Steve Johnson gets real about real companies doing real things
Steve Johnson talks to Ausbiz about why he sees SG Fleet acquisition of Leaseplan worth waiting for.
ABC The Business News – 30 March 2021
The Future Direction and Leadership of AMP
Steve Johnson discusses the future direction and leadership of AMP after Ares exclusivity period expires.
The Australian: 14 March 2021
Value in Unlikely Places
Chief Investment Officer Steve Johnson talks to the Australian about finding value in ‘companies you’ve never heard of’.
*Behind a PAYWALL
The Motley Fool – 22 February 2021
Ask A Fund Manager
The Motley Fool chats with Analyst Chloe Stokes about the shares that made her a bucket of money during the recent US short squeeze, plus a couple of regrets.
ABC The Business – 08 February 2021
Monday Markets with Steve Johnson
Steve Johnson discusses the Vocus Communications takeover bid from Macquarie Infrastructure and Real Assets Holdings as well as what other companies might be primed for a takeover.
ABC The Business – 11 November 2020
Studio Interview with Chloe Stokes
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.
Financial Review – 02 November 2020
Gareth Brown and Harvey Migotti discuss March’s madness and how they run the Forager International Shares Fund as Co-Portfolio Managers.
Financial Review – 16 October 2020
Analyst on the International Shares Fund, Chloe Stokes, talks about the Adore Beauty float.
ABC The Business – 09 July 2020
Extended Interview with Steve Johnson
Reporting season under the shadow of coronavrius continues and it comes as no surprise that Sydney Airport is feeling the pain. Steve Johnson from Forager Funds speaks to Elysse.
ABC The Business – 29 June 2020
Monday Markets with Steve Johnson
Steve Johnson discusses recent market jitters with a rise in Coronavirus cases across Victoria and overseas and how long we can expect the current market uncertainty to last.
ABC The Business: 17 June 2020
Wednesday Markets with Steve Johnson
Steve Johnson discusses current movements in the stock market, with some stocks up and others down. Steve also touches on why this is a sign of encouragement for the economy.
Ausbiz TV – 09 July 2020
Find Companies that will Suffer Now but Eventually Thrive
Look for the companies that will suffer in the short term but emerge from the crisis stronger says Steve Johnson but warns the easy money is already gone.
ABC The Business: 22 April 2020
Monday Markets with Steve Johnson
Steve Johnson discusses the current market conditions, concerns surrounding the banking sector and why he believes there are still plenty of opportunities out there.
Livewire Buy Hold Sell – 25 March 2020
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.
ABC News – 04 March 2020
Current State of the Market
Steve Johnson from Forager speaks to Elysse at ABC News about the current state of the market.
Forager – 10 Year Anniversary
Forager Turns Ten
Steve Johnson answers ten questions about Forager’s journey over the past 10 years.
Forager – Investor Roadshow 2019
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.
Forager Performance Webinar – July 2019
Performance Focused Webinar
This webinar focuses exclusively on fund performance.
Forager Funds – 2018 End of Year Summary
End of Year Summary
A summary on performance in 2018 and what 2019 holds for Forager.
Forager Funds: 9 November 2017
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.
Livewire: 13 September 2017
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: 8 August 2017
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.
Forager Webinar: 6 June 2017
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.
AFR: 26 April 2017
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?
AFR: 6 April 2017
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
AFR Personal Finance: 21 March 2017
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.
Netwealth Webinar: 16 March 2017
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.
AFR Personal Finance: 30 January 2017
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.
Forager Funds: 16 December 2016
ASX Listing Media Release
The official media release from Forager about listing the Australian fund on ASX
Livewire Markets: 18 November 2016
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.
Livewire Markets: 9 November 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.
Livewire Markets: 19 August 2016
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.
AFR Personal Finance: 15 August 2016
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.
ABC Radio: 25 July 2016
Woolworths Jobs on the Radio
Daniel Mueller comments on the announced Woolworths’ profit forecasts and job losses on ABC radio.
The Australian Business Review: 18 June 2016
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.
AFR Personal Finance: 14 June 2016
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.
AFR Personal Finance: 18 May 2016
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.
Livewire Markets: 2 May 2016
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.
AFR Personal Finance: 11 April 2016
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.
AFR Personal Finance: 1 December 2015
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.
ABC’s The Business: 6 Oct 2015
That Sinking Feeling for Dick Smith Investors
Steve Johnson discusses the private equity “heist” of the Dick Smith float on the share market.
Livewire Markets: 24 Feb 2016
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.
Livewire Markets: 19 Feb 2016
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.
Livewire Buy Hold Sell: 3 Oct 2015
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?
Livewire Markets: 1 Oct 2015
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.
AFR Markets: 28 Sep 2015
Why it’s too late to sell mining stocks but not too early to buy
Steve Johnson writes for the AFR
ABC’s The Business: 7 Apr 2015
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.
Livewire: 2 April 2015
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.