Resilience was the theme of the 2019 Forager Roadshow. Given how bad our performance was in the 2019 financial year, that shouldn’t come as a surprise.
Resilience is something that takes preparation though. In this year’s presentation I reflect on how we spent the past decade preparing for inevitable periods of underperformance. Forager is a well capitalised business that has a diverse and loyal client base. The structure of both our funds, particularly the Australian fund, aligns with our underlying investment strategy.
Everyone knows the tide will turn. But not everyone will be floating when it does so.
For those of you who couldn’t make it or want to watch it again, a recording of the Sydney Roadshow presentation is below.
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