The Value Fund’s first available to download. As you’ll read in the report, we’ve invested about 50% of the more than $10m contributed to the fund so far. Two thirds of that has been in infrastructure stocks and the rest in a bunch of small to medium businesses that we’re still trying to buy more of (at the right price).
We’ve tried to dislcose enough information to give investors a feel for what we’re up to and to write a reasonably interesting report. But we don’t plan on giving our best ideas away before we’ve established a meaningful position on behalf of the fund, so you may find it a little light on if you’re looking for investing ideas.
Gareth and James have already given me stick about taking two weeks to get it out so don’t be afraid to critisise. Your thoughts and suggestions for improvement are welcome.
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Forager Funds is a boutique fund manager specialising in a value investing approach. We offer an ASX listed Australian Shares Fund as well as an International Shares Fund both aimed at delivering returns for long term investors.