What our trip to the US and Japan is telling us about the economy: Insights from the road
30 Nov 2023
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Why higher rates are good for the world (and which...
02 Nov 2023
In episode 23 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss the opportunities...
READ MORE Running with the Uranium Bulls
28 Sep 2023
In episode 22 of Stocks Neat, Co-Portfolio Manager Harvey Migotti and CIO Steve Johnson sit down to discuss the...
READ MORE Magic Pills – How New Weight Loss Drugs are...
31 Aug 2023
In episode 21 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson sit down to discuss the recent...
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Beware the retail rally
25 Aug 2023
We are currently halfway through this year’s reporting season and some of the market moves in the retail sector...
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Readytech is ready for the big time
24 Aug 2023
Originally written for Livewire On Tuesday Readytech (RDY) a software provider to the education, workforce and...
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Steve Johnson on “Strawman”
09 Aug 2023
Steve Johnson, Chief Investment Officer at Forager Funds, recently sat down for an interview with Andrew Page, aka...
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Open Letter to all shareholders in Blancco Technology Group
04 Aug 2023
Dear Shareholder, Francisco Partners board approved offer for Blancco is undervaluing your shares Private...
READ MORE Why the goldilocks economy is great for small caps and...
04 Aug 2023
In episode 20 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson sit down to explore the global...
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Understanding the FISF Distribution
05 Jul 2023
Prior to the end of the financial year, we provided investors in the Forager International Shares Fund (FISF) an...
READ MORE Reckoning Looms for Unlisted Assets
21 Jun 2023
In the latest episode of Stocks Neat, Co-Portfolio Manager Gareth Brown joins CIO Steve Johnson to shed light on the...
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Why a recession might be needed for small caps to work
01 Jun 2023
Originally written for Livewire Yes, yes, I get they are cheap. But when, if ever, will small caps start working?...
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