Steve Johnson joined The Ideas Exchange by the ASX. In this podcast, he shares his investment story, and reveals what’s in Forager’s investment universe and whether rising inflation could have an impact on our portfolios.
‘We tend to be a lot more selective around where we spend our time, and that is around where we think the market might be getting things wrong at any particular point in time,’ Steve says of Forager’s approach to investing. ‘So instead of saying we’re going to try and cover the whole world, we say, “well, where might people be making mistakes in terms of how they value things?”‘
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Forager Funds is a boutique fund manager specialising in a value investing approach. We offer an ASX listed Australian Shares Fund as well as an International Shares Fund both aimed at delivering returns for long term investors.