Steve Johnson joined TheIdeas 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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