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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Why monetary madness needs to be banished for good
20 Mar 2023
Originally written for Livewire I have to admit to a touch of schadenfreude watching the demise of Silicon Valley...
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Forager International Shares Fund February 2023...
07 Mar 2023
For the most part, it’s been a pretty successful reporting season for the Forager International Shares Fund’s...
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10-Year Anniversary of the Forager International Shares...
15 Feb 2023
Published on Livewire Last week we passed an important milestone: the 10-year anniversary of the Forager...
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The fixed-rate mortgage tsunami hitting the Australian...
31 Jan 2023
Originally written for Livewire The ASX All Ordinaries Index is up 8.0% since the beginning of the year. And,...
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Four small caps for the 2023 contrarian
11 Jan 2023
Originally written for Livewire Last year was one of the worst on record for global stock markets. Yet the MSCI...
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Takeover frenzy on the ASX
05 Dec 2022
Originally written for Livewire A takeover frenzy is currently underway on the ASX. In the Forager Australian...
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What equity investors can learn from the collapse of FTX
02 Dec 2022
"You don't get into a situation like I got in if you make all the right decisions." - Sam Bankman-Fried, founder and...
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The great PE fleecing of Aussie tech investors
03 Nov 2022
Originally written for Livewire Don’t buy from private equity (PE) is a rule that should rarely be broken. All...
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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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