The tide has indeed turned in mining services. The external environment is still exceptionally tough, and we expect it to remain so, but the sharemarket seems to have realised that share prices reflect that and more. In this video with Livewire Markets, I explain Forager's rationale and some of our favourite opportunities.
Forager Funds is hoping to make amends for a dismal performance in its global fund over the last six months as it bargain hunts following the savage and indiscriminate sell-off in global equity markets through January.
Social media stocks have been a pain point for Forager Funds Management after privacy changes by Apple caused their share prices fall.
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Posted on 18 Aug 2014 by Forager
