This Google Hangout was recorded live at 12pm (AEST) on 18 July 2013. Watch Steve Johnson, Chief Investment Officer of Intelligent Investor Funds, discuss fund performance, China, and specific holdings RNY, INA, VEI and AIG. (Press F5 to refresh your page if the video doesn't show below, or watch on Youtube).
Steve Johnson is the Intelligent Investor Chief Investment Officer and leads the small team of value investing experts. Steve started the Value Fund in 2009 and is now responsible for $90m invested in domestic and international equities. Steve is also a frequent commentator in Australian Media. You can see some of his recent appearances here.
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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.