Category: Value Fund

Santa Rallies for International Fund

17 Jan 2020

The last quarter of 2019 saw strong share price movements for many of the Forager International Shares Fund...

Roadshow 2019: Resilience Tested

03 Sep 2019

Resilience was the theme of the 2019 Forager Roadshow. Given how bad our performance was in the 2019 financial year,...

Being an Obvious Idiot: the Toughest Part of Being a Value Investor

10 Sep 2018

Being a contrarian can be a lonely existence. It involves doing nothing for long periods of time. And then when you...

The Meerkat Feasting on iSelect

02 Aug 2018

Earnings guidance slashed by 64%. CEO gone. The stock down 54%. That was the situation for iSelect (ISU) when we...

Size Kills in Funds Management

20 Apr 2018

On an average day Commonwealth Bank (CBA) shares worth $250m change hands. A $10bn fund manager can buy a 1%...

The Value of Cash

31 Aug 2017

Forager’s two funds have quite high cash weightings today. It’s almost 28% in the Australian fund and 30% in the...

https://foragerfunds.com/news/active-fundies-harming-cause/

Active Fundies Harming Their Cause

05 May 2017

The tide has turned. When I wrote Fuzzy Future for Fundies almost a year ago, the concentrated nature of the ASX All...

https://foragerfunds.com/news/value-investors-welcome-uncertainty/

Why Value Investors Welcome Uncertainty

10 Jan 2017

Dilma Rousseff. Putin. Filipino Hard Man. Brexit. Trump’s in. Usain Bolt wins again. If Billy Joel rewrites...

https://foragerfunds.com/news/asx-listing-caps-great-2016/

ASX Listing Caps a Great 2016

15 Dec 2016

The final approvals are in and the bell is ready to be rung. Forager’s Australian Shares Fund will commence...

https://foragerfunds.com/news/gale-force-tail-wind-for-the-index-unaware/

Gale Blowing for Index Unaware

13 Oct 2016

Setting Daniel’s closet index huggers to one side, the past few years have been exceptional for Australia’s...

https://foragerfunds.com/news/fixing-future-forager-australian-shares-fund/

Fixing the Future of the Forager Australian Shares Fund

07 Sep 2016

Last week we sent an email to investors in the Forager Australian Shares Fund (“FASF” or the “Fund”) notifying...

Down on China but Up on South32

22 Oct 2015

South32's report for the first quarter of the 2016 financial year was released to the market this morning. The...

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Livewire Buy Hold Sell – 25 March 2020

5 cash earners for a crisis

Steve Johnson from Forager speaks with Ben McGarry from Totus Capital about which stocks are positioned to be either cash earners or cash burners in a cycle that’ll likely be marked by Australia’s first recession in nearly three decades.

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ABC News – 04 March 2020

Current State of the Market

Steve Johnson from Forager speaks to Elysse at ABC News about the current state of the market.

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https://foragerfunds.com/media/forager-ten-year-anniversary/

Forager – 10 Year Anniversary

Forager Turns Ten

Steve Johnson answers ten questions about Forager’s journey over the past 10 years.

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Forager – Investor Roadshow 2019

2019 Annual Roadshow

In his presentation, Steve explains why periods of underperformance are an inevitable feature of our concentrated long-term investing approach. He also explains why a deeply unloved portfolio of value stocks might have a place in your portfolio.

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