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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Latest media
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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Investing in Volatile Times – Forager Roadshow 2020
11 Aug 2020
Unfortunately, we were unable to hold our usual annual investor roadshow this year with travel around the country...
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07 Aug 2020
The Forager 2020 Investor Roadshow was hosted online this year. The theme of this roadshow was “Investing in...
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Motorpoint Shows the Upside of Downturns
31 Jul 2020
I do not have proof in the form of hard data in front of me. But I am nonetheless sure that great companies make...
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Many Degrees of Celsius
16 Jul 2020
Celsius manufactures and distributes its products in the hypercompetitive energy drinks market. With globally...
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Spending Splurge Helps Motorcycle Holdings
08 Jul 2020
Like Steve McQueen in The Great Escape, Australians are yearning for freedom. We might not be able to travel...
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