Category: Value Fund

Value Fund Performance

11 Oct 2010

I received this comment on an earlier Bristlemouth post over the weekend. I thought it and my response might be of...

Fourteen Rescue One in Value Fund

02 Sep 2010

On 31 July this year, 10% of the Intelligent Investor Value Fund’s net assets were invested in Photon shares,...

The Life of a Start-up Fund Manager

29 Apr 2010

Yesterday morning we boarded a plane in Melbourne (14 degrees and raining) and landed in Cairns (28 degrees and...

March Quarterly Report for Value Fund

09 Apr 2010

We've just put the finishing touches to the latest quarterly report. Download the PDF, listen to the podcast or...

Value Fund Hits the Ground Walking

18 Nov 2009

Sometimes you need hindsight to realise that one particular day represented a turning point in your life. Looking...

LATEST TWEETS BY FORAGER

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Gareth Brown @forager_gareth

From David Einhorn's latest quarterly. I haven't fact checked but the market cap and sales figures seem accurate: https://t.co/olq2ILHyWy

Apr 16, 2021

Gareth Brown @forager_gareth

@peter_tulip @aaron_hill @TheEconomist I've often wonder why there's not a small government or independent body fol… https://t.co/nZ9NigPvNR

Apr 16, 2021

Gareth Brown @forager_gareth

RT @DrewHolden360: 🧵THREAD🧵 Today, President Biden announced his intention to end the war in Afghanistan, to great media fanfare. You may…

Apr 16, 2021

Gareth Brown @forager_gareth

@TMFScottP Sorry, never meant to imply you were making that case. Rather, my point is that verbiage from government… https://t.co/JSNMSxT7Ow

Apr 16, 2021

Latest media

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Ausbiz TV – 31 March 2021

Steve Johnson gets real about real companies doing real things

Steve Johnson talks to Ausbiz about why he sees SG Fleet acquisition of Leaseplan worth waiting for.

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ABC The Business News – 30 March 2021

The Future Direction and Leadership of AMP

Steve Johnson discusses the future direction and leadership of AMP after Ares exclusivity period expires.

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The Australian: 14 March 2021

Value in Unlikely Places

Chief Investment Officer Steve Johnson talks to the Australian about finding value in ‘companies you’ve never heard of’.

*Behind a PAYWALL

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The Motley Fool – 22 February 2021

Ask A Fund Manager

The Motley Fool chats with Analyst Chloe Stokes about the shares that made her a bucket of money during the recent US short squeeze, plus a couple of regrets.

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