Forager Australian Shares Fund specialises in discovering opportunities that others may miss. With lots of hype around some rapidly growing sectors with fast paced businesses, it can be easy to overlook opportunities amongst the noise.
In this weekly update Chief Investment Office Steve Johnson and Senior Analyst Gaston Amoros take a look at the telco sector, a sector which was sprawled across the headlines of major newspapers a decade ago. But fast forward to now, the sector has matured and large scale companies are making it hard for new entrants to make a dent.
In today’s video we take a look at one of the telco stocks in the Australian Shares Fund, TPG (ASX: TPG). The team shares their insights around why, in the current low interest rate environment, TPG’s yield may be seen as attractive and why there may be more in terms of return and upside as well.
While the telco sector has settled down and there are less competitors coming along, with wireless broadband on the radar, find out why there could be opportunity for certain telcos when it comes to acquiring customers in high density areas.
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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.