Why predicting the future isn’t enough when it comes to...
24 Aug 2021
Written by Forager Funds CIO, Steve Johnson for Money Magazine, August 2021 Edition. Article titled “Thanks to the...
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Tuning in to the telco sector
05 Aug 2021
Forager Australian Shares Fund specialises in discovering opportunities that others may miss. With lots of hype...
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Growing small caps driving global returns
29 Jul 2021
Behind every stock there is a company, and behind every company there’s a story. When it comes to searching for...
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Red hot IPO market
23 Jul 2021
It’s been a red hot market for initial public offerings (IPOs) during the first half of 2021, with IPO activity...
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A letter from the Chief Investment Officer
20 Jul 2021
If in 2019 nothing went right, the 2021 financial year was the antithesis. Both the Forager International Shares...
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Building a watchlist
16 Jul 2021
Forager's valuation process is key to our investment strategy, and sometimes that means spending time researching...
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Taking a second bite of the cherry
03 Jul 2021
Ever hear someone say their worst mistake was selling a stock and then it went up tenfold? Harvey Migotti, Portfolio...
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Gentrack back on track
28 Jun 2021
Enterprise software businesses may seem boring to some, but the critical products and stable recurring revenue can...
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Is Cettire out of fashion?
21 Jun 2021
Online luxury fashion retailer Cettire (CTT) has been a post-IPO success story. But a recent article in the...
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Cost Pressures Slam Mining Contractors (and Maybe the...
07 Jun 2021
Labour costs are continuing to inflate around the country while miners are buoyed by high commodity prices. So where...
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Violent Reversal for COVID Winners and Growth Stocks
31 May 2021
The ASX All Technology Index, along with tech heavyweights Xero (XRO) and Afterpay (APT), have fallen significantly...
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UK Reopens for Business
24 May 2021
In this weekly video portfolio managers Gareth Brown and Harvey Migotti talk about the impact of the reopening in...
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