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 Ausbiz, 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 Ausbiz, the ABC and CNBC.

Gareth Brown

Co-Portfolio Manager

Gareth 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 daughter in Sydney, Australia.

Gareth Brown

Co-Portfolio Manager

Gareth 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 daughter in Sydney, Australia.

Alex Shevelev

Senior Analyst

Alex joined Forager in July 2017 and is the Senior Analyst of the Forager Australian Shares Fund, responsible for research and 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

Senior Analyst

Alex joined Forager in July 2017 and is the Senior Analyst of the Forager Australian Shares Fund, responsible for research and 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

Harvey Migotti

Co-Portfolio Manager

Harvey 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 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

Analyst

Chloe joined Forager in November 2017 and works as a research 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 has passed the exams required to become a Chartered Accountant and has passed Level 1 and 2 of the CFA qualification whilst working at Forager.

Chloe Stokes

Analyst

Chloe joined Forager in November 2017 and works as a research 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 has passed the exams required to become a Chartered Accountant and has passed Level 1 and 2 of the CFA qualification whilst working at Forager.

Business & Operations

Jeff Weeden

Chief Executive Officer

Jeff joined Forager in March 2016 as the Chief Executive Officer. One of the key reasons for Jeff joining Forager was to allow Steve Johnson to dedicate more time to the investment focussed parts of the business. Prior to joining Forager, 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 Forager in March 2016 as the Chief Executive Officer. One of the key reasons for Jeff joining Forager was to allow Steve Johnson to dedicate more time to the investment focussed parts of the business. Prior to joining Forager, 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 Forager in March 2014 as the Business Development Manager 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

Business Development Manager

Alex joined Forager in March 2014 as the Business Development Manager 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.

Nicole Colantoni

OFFICE & MARKETING PRODUCTION MANAGER

Nicole Colantoni

OFFICE & MARKETING PRODUCTION MANAGER

Patrick Bergin

PRODUCT CONTROL & OPERATIONS (CONTRACTOR)

Patrick Bergin

PRODUCT CONTROL & OPERATIONS (CONTRACTOR)

Michele Jackson

RISK & COMPLIANCE

Michele has over 25 years experience both overseas and locally in the financial services industry with particular emphasis on fund management, banking, compliance and governance, finance, lending and advisory services. Her compliance and regulatory services company Compliance First International, which she founded in 2008, provides compliance advisory and regulatory services, independent member/chair of compliance committees and responsible manager services for Australian financial services licensees, asset managers and investor groups. Her regulatory experience covers all licence applications across advice, the full range of licence authorities and financial product issuers (responsible entities and wholesale licensees). Other regulatory expertise includes PE/VC investment vehicles where she has successfully project managed applications for the registration of venture capital limited partnerships (VCLPs).

In her current role as Executive Director and founder of Centurion Capital Michele drives new business in trustee and fund administration services for wholesale investment products. Her advisory services include working with international entrants into the Australian financial services regime. Her technical and operational competence in managing funds in Australia as well as her wide national network is highly regarded by her clients. She is considered an expert in the set up and operation of managed investment schemes.

Her skills include fund operations, project management, the establishment of fund management businesses, licensing, compliance, trustee services and regulatory services.

Michele is an experienced fund manager and has managed funds in excess of AUD1.3 billion. Her passion is property, infrastructure, investment strategy and fund structuring. She has a sound knowledge of the investment industry and has run a successful unlisted property fund management business for the Sunland Group, an ASX public listed company.

Michele’s career has spanned corporate executive financial directorships in public and large proprietary companies in private health insurance, media, information technology and various consulting roles in banking, banking software and the pharmaceutical industry. Her C-suite roles have been in a CEO, CFO and COO capacity. She is an experienced non-executive board member.

Michele Jackson

RISK & COMPLIANCE

Michele has over 25 years experience both overseas and locally in the financial services industry with particular emphasis on fund management, banking, compliance and governance, finance, lending and advisory services. Her compliance and regulatory services company Compliance First International, which she founded in 2008, provides compliance advisory and regulatory services, independent member/chair of compliance committees and responsible manager services for Australian financial services licensees, asset managers and investor groups. Her regulatory experience covers all licence applications across advice, the full range of licence authorities and financial product issuers (responsible entities and wholesale licensees). Other regulatory expertise includes PE/VC investment vehicles where she has successfully project managed applications for the registration of venture capital limited partnerships (VCLPs).

In her current role as Executive Director and founder of Centurion Capital Michele drives new business in trustee and fund administration services for wholesale investment products. Her advisory services include working with international entrants into the Australian financial services regime. Her technical and operational competence in managing funds in Australia as well as her wide national network is highly regarded by her clients. She is considered an expert in the set up and operation of managed investment schemes.

Her skills include fund operations, project management, the establishment of fund management businesses, licensing, compliance, trustee services and regulatory services.

Michele is an experienced fund manager and has managed funds in excess of AUD1.3 billion. Her passion is property, infrastructure, investment strategy and fund structuring. She has a sound knowledge of the investment industry and has run a successful unlisted property fund management business for the Sunland Group, an ASX public listed company.

Michele’s career has spanned corporate executive financial directorships in public and large proprietary companies in private health insurance, media, information technology and various consulting roles in banking, banking software and the pharmaceutical industry. Her C-suite roles have been in a CEO, CFO and COO capacity. She is an experienced non-executive board member.