Category: Value Fund

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...

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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Gareth Brown @forager_gareth

@ValorWealth Exactly what went through my mind watching this. Most see inexorable rise I'd guess.

Dec 14, 2018

Steve Johnson @ForagerSteve

I didn't say it's better to put your money elsewhere ... but it is a conundrum https://t.co/RxGlbzkSYg

Dec 14, 2018

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@jason_prowd If you've got a policy to force bus companies to allow incoming passengers through the back doors also… https://t.co/SaXOWPo73Y

Dec 13, 2018

Alex Shevelev @ForagerAlex

RT @forager_gareth: Home fruit bowl - eat the worst apple first (total utility maximisation, skin in the game, dad's burden) Work fruit bo…

Dec 13, 2018

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https://foragerfunds.com/media/livewire-interview/

Livewire Markets: 25 October 2018

Day of the Dog: Buying Banged-up Stocks

James Marlay from Livewire hosts Steve Johnson from Forager Funds, and Mark Whittaker from Investors Mutual. Topics discussed include; the attributes of an attractive turn around, indicators a stock could be terminal, and they each share a banged-up stock of their own – one that looks attractive, and one that appears terminal.

Watch now