Portfolio Manager Gareth Brown joined the Shares For Beginners podcast to discuss the risks and opportunities of Blancco (AIM:BLTG), an erasure software and mobile diagnostics business that’s been held in the Forager International Shares Fund since 2017. Gareth also explains why, in our increasingly digital world, cybersecurity isn’t just a trend – it’s only becoming more important.
‘We knew enough to know the market was wrong,’ Gareth says of Blancco. ‘A big part of our ideas generation process here is to try and work out why something is cheap. We went into a business like Blancco and half the work was on what is the business, what are the operations [and] what underlies this? And the other half was, what has the market gotten wrong here?’
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Forager Funds is a boutique fund manager specialising in a value investing approach. We offer an ASX listed Australian Shares Fund as well as an International Shares Fund both aimed at delivering returns for long term investors.