Forager Blog - A Value Investing Blog

Understanding the FOR Distribution

06 Jun 2018

Last week we provided investors in the ASX-listed Forager Australian Shares Fund (FOR) an estimate of the coming...

A Few More Fleas at Greencross

01 Jun 2018

Since joining Forager a few months ago, I’ve learned a lot about the benefits of scepticism. Sure, I knew to take...

Italian Borsa Back on the Radar

31 May 2018

Over the past two months Italian politics showed once more it can have more twists and turns than the mountains of...

Amazon HQ2: Pain tomorrow?

24 May 2018

The best run businesses think long term. While it’s easy for management to roll out a few platitudes each quarter,...

Smart (or not) Parking?

22 May 2018

The Australian Shares Fund used to hold parking services provider Smart Parking (SPZ). We invested via a $0.15 per...

Jumbo Risks All But Forgotten

18 May 2018

We are out. Last week the Forager Australian Shares Fund sold its last remaining shares of online lottery ticket...

Scruffy Accounting at Greencross

10 May 2018

Well that was an interesting update from pet and vet company Greencross (GXL). New CEO Simon Hickey only joined the...

The Omnichannel Fallacy

01 May 2018

There are few things I fear more than a visit to a Zara store. Why so many people choose to spend time in such a...

Timing a Plunge With Managed Funds

27 Apr 2018

My advice has been consistent over the years: get your portfolio allocation right and let us worry about the timing....

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%...

Unloved UK Auto Sector

17 Apr 2018

Steve and I recently spent a few weeks visiting portfolio companies and potential investments in Europe. The UK...

Facebook Killing its Competitive Advantage

13 Apr 2018

“Well, the first thing we have to do, I suppose, is listen,” Paine said when asked how his team might reconnect with...

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Forager – Investor Roadshow 2019

2019 Annual Roadshow

In his presentation, Steve explains why periods of underperformance are an inevitable feature of our concentrated long-term investing approach. He also explains why a deeply unloved portfolio of value stocks might have a place in your portfolio.

Watch now

https://foragerfunds.com/media/forager-webinar-investing-skills-and-instincts/

Forager Performance Webinar – July 2019

Performance Focused Webinar

This webinar focuses exclusively on fund performance.

Watch now

YourMoney – 29 March 2019

US Slowdown

U.S. Economy shifts into low gear as fiscal boost wanes

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YourMoney – 25 March 2019

Brexit Battle

Navigating the UK stockmarket amid brexit uncertainty