Forager is a proven, contemporary value investment manager looking to invest in businesses we believe are trading at significant discounts to the true value of the company. Through our Australian Shares Fund and International Shares Fund, we remain nimble enough to invest in smaller listed companies not accessible by many investment managers. Typically, investors can expect uncorrelated returns to the market from businesses you’re unlikely to have heard from.
ABOUT US
We invest in businesses, not share prices. Our strategy is to find businesses that we believe are undervalued. Businesses we believe will deliver value in the long term. We look for unloved and often under-researched businesses. These are opportunities that we hope others will miss. Part of our strategy is to restrict the amount of funds under management. This enables Forager to remain nimble and to jump on new opportunities quickly.
READ MORE ABOUT OUR INVESTMENT STRATEGYOur Funds |
1.23%* Management & expense recovery fee (p.a)
12.53%*Performance fee (on returns above benchmark)
*As at 30 September 2021. Please refer to the Product Disclosure Statement for a detailed break down of fees and costs.
Inception date 8 February 2013.
1.1%* Management & expense recovery fee (p.a)
10%*Performance fee (on returns over 8% p.a)
*Please refer to the Product Disclosure Statement for a detailed break down of fees and costs.
Past performance is not an indicator of future performance. The Trust Co (RE Services) Limited, Fundhost Limited and Forager Funds Management do not guarantee investment performance or distributions, and the value of your investment may rise or fall.
