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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Latest media

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ABC The Business – 09 July 2020

Extended Interview with Steve Johnson

Reporting season under the shadow of coronavrius continues and it comes as no surprise that Sydney Airport is feeling the pain. Steve Johnson from Forager Funds speaks to Elysse.

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ABC The Business – 29 June 2020

Monday Markets with Steve Johnson

Steve Johnson discusses recent market jitters with a rise in Coronavirus cases across Victoria and overseas and how long we can expect the current market uncertainty to last.

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ABC The Business: 17 June 2020

Wednesday Markets with Steve Johnson

Steve Johnson discusses current movements in the stock market, with some stocks up and others down. Steve also touches on why this is a sign of encouragement for the economy.

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Ausbiz TV – 09 July 2020

Find Companies that will Suffer Now but Eventually Thrive

Look for the companies that will suffer in the short term but emerge from the crisis stronger says Steve Johnson but warns the easy money is already gone.

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