Category: Value 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...

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...

LATEST TWEETS BY FORAGER

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Gareth Brown @forager_gareth

@weezmgk @DoctorKarl Btw the energy payback charts are very interesting, thanks for sharing.

Oct 15, 2019

Gareth Brown @forager_gareth

@weezmgk @DoctorKarl Yes of course.

Oct 15, 2019

Gareth Brown @forager_gareth

@DoctorKarl Pay for themselves? I hope you're not conflating CO2/energy payback with economic payback. The latter t… https://t.co/Zf48qNdKTw

Oct 15, 2019

ForagerFunds @ForagerFunds

The September quarter brought some positive news for a number of the businesses held in our funds, and for value st… https://t.co/7cUNfd2pM5

Oct 15, 2019

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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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https://foragerfunds.com/media/forager-webinar-investing-skills-and-instincts/

Forager Performance Webinar – July 2019

Performance Focused Webinar

This webinar focuses exclusively on fund performance.

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YourMoney – 29 March 2019

US Slowdown

U.S. Economy shifts into low gear as fiscal boost wanes

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YourMoney – 25 March 2019

Brexit Battle

Navigating the UK stockmarket amid brexit uncertainty

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