Investment team

Steve Johnson

Chief Investment Officer

Steve Johnson is Forager’s Chief Investment Officer. He has a Bachelor of Commerce (Econometrics and Finance) from the University of New South Wales and is a CFA® charterholder. He enjoys marathon running in his spare time and lives with his wife in Sydney, Australia. Steve has a monthly column in the Australian Financial Review and regularly appears on Sky Business, the ABC and CNBC.

Steve Johnson

Chief Investment Officer

Steve Johnson is Forager’s Chief Investment Officer. He has a Bachelor of Commerce (Econometrics and Finance) from the University of New South Wales and is a CFA® charterholder. He enjoys marathon running in his spare time and lives with his wife in Sydney, Australia. Steve has a monthly column in the Australian Financial Review and regularly appears on Sky Business, the ABC and CNBC.

Paul Quah

Senior Analyst

Paul Quah joined Forager Funds Management in February 2019 after spending the past 18 years searching and investing in hidden gems across more than 10 markets globally.

Before Forager, he had been an institutional portfolio manager and analyst with Acorn Capital and Ellerston Capital for 5 years. Prior to this Paul was an equity research analyst for 13 years, most notably with CLSA as Head of Regional Small Cap Research and Macquarie in Hong Kong and UBS in Sydney. Deep dive fundamental research at both the company and sector levels combined with having a disciplined process have formed the core of his investment decisions.

When not researching companies Paul indulges in wildlife photography (Kenya and remote areas of Hokkaido are his regular haunts), and teaching himself how to teach his daughter tennis.

Paul Quah

Senior Analyst

Paul Quah joined Forager Funds Management in February 2019 after spending the past 18 years searching and investing in hidden gems across more than 10 markets globally.

Before Forager, he had been an institutional portfolio manager and analyst with Acorn Capital and Ellerston Capital for 5 years. Prior to this Paul was an equity research analyst for 13 years, most notably with CLSA as Head of Regional Small Cap Research and Macquarie in Hong Kong and UBS in Sydney. Deep dive fundamental research at both the company and sector levels combined with having a disciplined process have formed the core of his investment decisions.

When not researching companies Paul indulges in wildlife photography (Kenya and remote areas of Hokkaido are his regular haunts), and teaching himself how to teach his daughter tennis.

Harvey Migotti

Senior Analyst

Harvey was previously an investment analyst and portfolio manager covering various sectors across Europe and the United States at Watermark Funds Management in Sydney and Balyasny Asset Management in London. He has also held equity analyst roles with Amiya Capital and Apax Partners and started his career at Morgan Stanley’s investment banking division in London. Harvey holds a Masters in Finance from Cambridge University Judge Business School.

Harvey Migotti

Senior Analyst

Harvey was previously an investment analyst and portfolio manager covering various sectors across Europe and the United States at Watermark Funds Management in Sydney and Balyasny Asset Management in London. He has also held equity analyst roles with Amiya Capital and Apax Partners and started his career at Morgan Stanley’s investment banking division in London. Harvey holds a Masters in Finance from Cambridge University Judge Business School.

Alex Shevelev

Senior Analyst

Alex joined Forager in July 2017 and is the Senior Analyst working with Steve, responsible for the Forager Australian Shares Fund. He is of the classic Forager mould, he loves the under-rated, the undiscovered and an outright bargain.

Before Forager Alex was employed by Glennon Capital, Eight Investment Partners Group and Cadence. In between he gained valuable experience starting his own funds management venture. 

He has a Bachelor of Commerce (Finance and Econometrics) from the University of Sydney and is both a CFA Charterholder and CAIA Charterholder

Alex Shevelev

Senior Analyst

Alex joined Forager in July 2017 and is the Senior Analyst working with Steve, responsible for the Forager Australian Shares Fund. He is of the classic Forager mould, he loves the under-rated, the undiscovered and an outright bargain.

Before Forager Alex was employed by Glennon Capital, Eight Investment Partners Group and Cadence. In between he gained valuable experience starting his own funds management venture. 

He has a Bachelor of Commerce (Finance and Econometrics) from the University of Sydney and is both a CFA Charterholder and CAIA Charterholder

Gareth Brown

Senior Analyst

After seven years at Commonwealth Bank, initially in risk management and then on the trading floor, Gareth joined Intelligent Investor in 2002 and spent the next 10 years as a senior member of the analyst team. Whilst working at CBA, he completed a Bachelor of Business degree, majoring in Finance, at University of Technology, Sydney.

Gareth’s healthy scepticism and willingness to ask the questions no one wants to ask make for lively team discussions. He is an avid traveller and is unmatched in his knowledge of geography (in our office at least), something put to good use as he scours the world looking for opportunities, particularly in Europe. Gareth lives with his wife, son and daughter in Sydney, Australia.

Gareth Brown

Senior Analyst

After seven years at Commonwealth Bank, initially in risk management and then on the trading floor, Gareth joined Intelligent Investor in 2002 and spent the next 10 years as a senior member of the analyst team. Whilst working at CBA, he completed a Bachelor of Business degree, majoring in Finance, at University of Technology, Sydney.

Gareth’s healthy scepticism and willingness to ask the questions no one wants to ask make for lively team discussions. He is an avid traveller and is unmatched in his knowledge of geography (in our office at least), something put to good use as he scours the world looking for opportunities, particularly in Europe. Gareth lives with his wife, son and daughter in Sydney, Australia.

Chloe Stokes

Analyst

Chloe joined Forager at the end of 2017. She was previously employed by both KPMG and Deloitte in corporate finance roles, working on M&A advisory and restructuring engagements. Chloe completed a Bachelor of Business (Finance and Accounting) at the University of Technology in Sydney, graduating with first class honours. She has passed the exams required to become a Chartered Accountant and will be working towards the CFA qualification with Forager. Chloe will be focusing on research for the International Fund.

Chloe Stokes

Analyst

Chloe joined Forager at the end of 2017. She was previously employed by both KPMG and Deloitte in corporate finance roles, working on M&A advisory and restructuring engagements. Chloe completed a Bachelor of Business (Finance and Accounting) at the University of Technology in Sydney, graduating with first class honours. She has passed the exams required to become a Chartered Accountant and will be working towards the CFA qualification with Forager. Chloe will be focusing on research for the International Fund.

Jeffrey Tse

Analyst

Jeffrey joined Forager at the start of 2018 and will be working on the Australian Fund. He joined from Macquarie Group where he was working across principal investments, mergers and acquisitions and project financing in the investment banking division. Jeffrey has a Bachelor of Commerce (Honours) from the University of Sydney and will be working towards the CFA qualification.

Jeffrey Tse

Analyst

Jeffrey joined Forager at the start of 2018 and will be working on the Australian Fund. He joined from Macquarie Group where he was working across principal investments, mergers and acquisitions and project financing in the investment banking division. Jeffrey has a Bachelor of Commerce (Honours) from the University of Sydney and will be working towards the CFA qualification.

Business & Operations

Jeff Weeden

Chief Executive Officer

Jeff joined the Manager in 2016 as the Chief Executive Officer. One of the key reasons for Jeff joining the Manager was to allow Steve Johnson to dedicate more time to the investment focussed parts of the Manager’s business. Prior to joining the Manager, Jeff had an extensive career in the investment banking and finance industry, specifically equity markets and specialist funds. Jeff has a Bachelor of Economics degree from Sydney University.

Jeff Weeden

Chief Executive Officer

Jeff joined the Manager in 2016 as the Chief Executive Officer. One of the key reasons for Jeff joining the Manager was to allow Steve Johnson to dedicate more time to the investment focussed parts of the Manager’s business. Prior to joining the Manager, Jeff had an extensive career in the investment banking and finance industry, specifically equity markets and specialist funds. Jeff has a Bachelor of Economics degree from Sydney University.

Alex Larkman

Business Development Manager

Alex joined the Manager in 2014 as the Business Development Manager and is responsible for marketing, investor communications and business operations for the Manager. Prior to joining the Manager, Alex worked for investment banks in both London and Sydney. Alex has a Bachelor of Science (Hons) from Nottingham University and she is a CIMA Chartered Management Accountant.

Alex Larkman

Business Development Manager

Alex joined the Manager in 2014 as the Business Development Manager and is responsible for marketing, investor communications and business operations for the Manager. Prior to joining the Manager, Alex worked for investment banks in both London and Sydney. Alex has a Bachelor of Science (Hons) from Nottingham University and she is a CIMA Chartered Management Accountant.

Nicole Colantoni

OFFICE & MARKETING PRODUCTION MANAGER

Nicole Colantoni

OFFICE & MARKETING PRODUCTION MANAGER

Kenn Savvas

Marketing Support (Intern)

Kenn Savvas

Marketing Support (Intern)

Annika Bradley

RISK & COMPLIANCE (Lodrino Consulting)

Annika Bradley

RISK & COMPLIANCE (Lodrino Consulting)

Patrick Bergin

PRODUCT CONTROL & OPERATIONS (CONTRACTOR)

Patrick Bergin

PRODUCT CONTROL & OPERATIONS (CONTRACTOR)