What to watch at the reporting season circus
31 Aug 2022
Originally written for The Australian August and February are the two busiest months of the year for fund...
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Tuning in to the telco sector
05 Aug 2021
Forager Australian Shares Fund specialises in discovering opportunities that others may miss. With lots of hype...
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Red hot IPO market
23 Jul 2021
It’s been a red hot market for initial public offerings (IPOs) during the first half of 2021, with IPO activity...
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Know When to Hold ‘Em and When to Fold ‘Em
11 May 2021
In this video Chief Investment Officer Steve Johnson talks to International Shares Fund portfolio manager Gareth...
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Finally in the Mainstream
21 Apr 2021
In our December 2020 quarterly report, having just received a bid for WPP AUNZ (WPP), we discussed other investments...
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The Case for Cutting Outstanding Performers
11 Mar 2021
Be careful not to pick your flowers and water your weeds. But you never go broke taking a profit. Like most...
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Why Now’s The Time To Cut Some Flowers
10 Mar 2021
In the below video, Chief Investment Officer, Steve Johnson, talks to Analyst, Chloe Stokes, about the reasoning...
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The Year That Was for the International Shares Fund
28 Jan 2021
As part of the December 2020 Quarterly Video Series, we took a look at the year that was for each Fund. This video...
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A Sweet Investment
19 Jan 2021
Whole Earth Brands (NASDAQ:FREE) is now the Forager International Shares Fund’s largest single investment. Whole...
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Three Winning Stocks With a Lot More to Give
09 Nov 2020
This week Chief Investment Officer, Steve Johnson, is joined by Alex Shevelev, Senior Analyst on the Australian...
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Volatility: Only a Risk for the Unprepared
28 Sep 2020
“Risk adjusted returns”. That’s one of the more common phrases you will see on fund manager websites. It is, after...
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Aussie Portfolio Shows August Grit
27 Aug 2020
I was asked yesterday whether I’m happy with the way the Forager Australian Shares Fund has recovered through...
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