Media
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.
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.
Livewire Markets: 25 October 2018
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.
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 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: 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
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.
ABC The Business: 7 September 2016
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.
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.
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: 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.
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.
Australia’s Best Young Fund Managers – AFR July 2014
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.
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.
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.
