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...
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Latest media
Category: Value Fund
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...
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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%...
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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...
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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...
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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...
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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...
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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...
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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...
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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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Chart of the Day: U.S. vs us
20 Oct 2015
This chart shows the performance of the US S&P 500 index over the past two years versus the Australian and...
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Suitors Eye Vision
05 Aug 2015
One of the Australian Shares Fund’s investments, Vision Eye Institute (VEI), has become a takeover target.
The...
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