Investment team

Steve Johnson

Chief Investment Officer

Steve Johnson is Forager’s Chief Investment Officer and one of the founders of Forager Funds. He has a Bachelor of Commerce (Econometrics and Finance) from the University of New South Wales. He enjoys marathon running in his spare time and lives with his wife in Sydney, Australia. Steve regularly appears on Ausbiz, the ABC, CNBC and within Australian newspapers such as Australian Financial Review, The Australian and Livewire. You can also interact with Steve on Twitter @ForagerSteve.

Steve Johnson

Chief Investment Officer

Steve Johnson is Forager’s Chief Investment Officer and one of the founders of Forager Funds. He has a Bachelor of Commerce (Econometrics and Finance) from the University of New South Wales. He enjoys marathon running in his spare time and lives with his wife in Sydney, Australia. Steve regularly appears on Ausbiz, the ABC, CNBC and within Australian newspapers such as Australian Financial Review, The Australian and Livewire. You can also interact with Steve on Twitter @ForagerSteve.

Alex Shevelev

Portfolio Manager

Alex Shevelev joined Forager in July 2017 and is the Portfolio Manager of the Forager Australian Shares Fund, responsible for research, as well as portfolio management. 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

Portfolio Manager

Alex Shevelev joined Forager in July 2017 and is the Portfolio Manager of the Forager Australian Shares Fund, responsible for research, as well as portfolio management. 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

Co-Portfolio Manager

Gareth Brown joined Intelligent Investor (the original parent company of Forager) in 2002 and spent the next 10 years as a senior member of the analyst team working closely with Steve Johnson. Gareth began research for Forager when the Forager International Shares Fund was launched in early 2013.

Prior to this, Gareth spent seven years at Commonwealth Bank, initially in risk management and then on the trading floor. 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 daughters in Sydney, Australia.

Gareth Brown

Co-Portfolio Manager

Gareth Brown joined Intelligent Investor (the original parent company of Forager) in 2002 and spent the next 10 years as a senior member of the analyst team working closely with Steve Johnson. Gareth began research for Forager when the Forager International Shares Fund was launched in early 2013.

Prior to this, Gareth spent seven years at Commonwealth Bank, initially in risk management and then on the trading floor. 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 daughters in Sydney, Australia.

Harvey Migotti

Co-Portfolio Manager

Harvey Migotti joined Forager in May 2019 and works on researching US stocks for the Forager International Shares Fund.

Prior to this, Harvey worked as 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

Co-Portfolio Manager

Harvey Migotti joined Forager in May 2019 and works on researching US stocks for the Forager International Shares Fund.

Prior to this, Harvey worked as 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.

Chloe Stokes

Senior Analyst

Chloe Stokes joined Forager in November 2017 and works as a senior analyst for the Forager International Shares Fund.

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 is a CFA Charterholder and has also passed the exams required to become a Chartered Accountant.

Chloe Stokes

Senior Analyst

Chloe Stokes joined Forager in November 2017 and works as a senior analyst for the Forager International Shares Fund.

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 is a CFA Charterholder and has also passed the exams required to become a Chartered Accountant.

Bella Foley

ANALYST

Isabella (Bella) joined Forager as a graduate in 2021 and worked as a business analyst for 12 months before moving full-time to a junior equity research role in early 2023. Bella holds a Bachelor of Business (Finance) from the University of Technology in Sydney.

Bella Foley

ANALYST

Isabella (Bella) joined Forager as a graduate in 2021 and worked as a business analyst for 12 months before moving full-time to a junior equity research role in early 2023. Bella holds a Bachelor of Business (Finance) from the University of Technology in Sydney.

Nicholas Plessas

ANALYST

Nicholas Plessas joined Forager in August 2023 and works as an analyst on the Forager Australian Shares Fund. He previously worked at Livewire Markets as a partnerships manager. Nicholas holds a Bachelor of Business (Finance) and a Bachelor of Laws from the University of Technology Sydney

Nicholas Plessas

ANALYST

Nicholas Plessas joined Forager in August 2023 and works as an analyst on the Forager Australian Shares Fund. He previously worked at Livewire Markets as a partnerships manager. Nicholas holds a Bachelor of Business (Finance) and a Bachelor of Laws from the University of Technology Sydney

Business & Operations

Alex Larkman

Marketing & Investor Engagement Manager

Alex joined Forager in March 2014 and is responsible for marketing, investor communications and business operations. Prior to joining Forager, 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

Marketing & Investor Engagement Manager

Alex joined Forager in March 2014 and is responsible for marketing, investor communications and business operations. Prior to joining Forager, 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 Irish

Investor Relations Manager

Alex Irish joined Forager in October 2022 as our Investor Relations Manager. He was previously employed as a Stockbroker and also at Westpac, spending the majority of his 5 years in Private Bank. He completed a Bachelor of Science (Population Health/ Exercise Science) and is working towards his CFA.

Alex Irish

Investor Relations Manager

Alex Irish joined Forager in October 2022 as our Investor Relations Manager. He was previously employed as a Stockbroker and also at Westpac, spending the majority of his 5 years in Private Bank. He completed a Bachelor of Science (Population Health/ Exercise Science) and is working towards his CFA.

Patrick Bergin

PRODUCT CONTROL & OPERATIONS

Patrick Bergin

PRODUCT CONTROL & OPERATIONS