Three Winning Stocks With a Lot More to Give
09 Nov 2020
This week Chief Investment Officer, Steve Johnson, is joined by Alex Shevelev, Senior Analyst on the Australian...
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Software Ate the World
09 Nov 2020
In 2011, Silicon Valley entrepreneur Marc Andreessen declared software is eating the world. He made the claim at a...
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Trump or Biden? Find Stocks that Don’t Care
05 Nov 2020
The U.S. Election is on everyone's minds this week. With voting wrapped up in all U.S. States but counting requiring...
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SPAC Capital Raisings
23 Oct 2020
New investments in the Forager International Shares Fund were made at a rapid rate during the quarter. Two of them...
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LICs not so LIT in 2020
19 Oct 2020
It once meant someone was slightly drunk. Now, the kids tell me, “lit” means something is excellent. That’s not what...
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Chief Investment Officer Letter September 2020
30 Sep 2020
THE UPSIDE OF VOLATILITY
In 2020, each quarter has felt like a year. After March’s meltdown, both funds added...
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Volatility: Only a Risk for the Unprepared
28 Sep 2020
“Risk adjusted returns”. That’s one of the more common phrases you will see on fund manager websites. It is, after...
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Stocks that Shrink Well
21 Sep 2020
This week, Steve Johnson, is joined by Alex Shevelev, Senior Analyst with the Forager Australian Shares Fund. They...
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What Ben Stokes Can Teach Us About Playing to Your Strengths
18 Sep 2020
England cricketer Ben Stokes has produced several of the most memorable sporting performances of the last 20 years....
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Wizz Air: Having a Good Crisis
15 Sep 2020
This week, Gareth Brown, Co-Portfolio Manager on the International Shares Fund, is joined by Chloe Stokes, Analyst...
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Dealing with investment FOMO
08 Sep 2020
Fear Of Missing Out (FOMO). I expect you have all heard this acronym by now. It is certainly alive and kicking in...
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Aussie Portfolio Shows August Grit
27 Aug 2020
I was asked yesterday whether I’m happy with the way the Forager Australian Shares Fund has recovered through...
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