Investment team

Steve Johnson

Chief Investment Officer

Steve Johnson is Forager’s Chief Investment Officer. He has a Bachelor of Economics (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 Economics (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.

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 – especially at the odd hours required to co-ordinate Sydney, New York and Vienna, where he lives with his wife and son. He is an avid traveller and is unmatched in his knowledge of world geography (in our office at least), something put to good use as he scours the world looking for opportunities. Gareth focuses on European stock opportunities.

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 – especially at the odd hours required to co-ordinate Sydney, New York and Vienna, where he lives with his wife and son. He is an avid traveller and is unmatched in his knowledge of world geography (in our office at least), something put to good use as he scours the world looking for opportunities. Gareth focuses on European stock opportunities.

Kevin Rose

Senior Analyst

Kevin Rose, one of our senior analysts, graduated with a Bachelor of Arts in Economics cum laude from Vanderbilt University in 2000, after which he joined US investment bank Salomon Smith Barney in New York. Following a stint with Atari Inc, Kevin pursued his passion for value investing in 2008, completing an MBA from the Columbia Business School in New York where he was a member of the Applied Value Investing Program through the prestigious Heilbrunn Center for Graham & Dodd Investing.

In 2009, Kevin joined Freshford Capital Management, a US hedge fund with more than $US600m under management. Kevin joined Forager Funds Management in 2013 and has primary responsibility for researching and recommending North American stocks for the International Fund. He lives in New York with his wife.

Kevin Rose

Senior Analyst

Kevin Rose, one of our senior analysts, graduated with a Bachelor of Arts in Economics cum laude from Vanderbilt University in 2000, after which he joined US investment bank Salomon Smith Barney in New York. Following a stint with Atari Inc, Kevin pursued his passion for value investing in 2008, completing an MBA from the Columbia Business School in New York where he was a member of the Applied Value Investing Program through the prestigious Heilbrunn Center for Graham & Dodd Investing.

In 2009, Kevin joined Freshford Capital Management, a US hedge fund with more than $US600m under management. Kevin joined Forager Funds Management in 2013 and has primary responsibility for researching and recommending North American stocks for the International Fund. He lives in New York with his wife.

Alvise Peggion

Analyst

Alvise joined Forager in 2013 and works on both the Australian Fund and International Fund. Whilst working at Forager, Alvise completed all 3 levels of the CFA program and is now a CFA® charterholder. Alvise has a degree in Finance (Honours) from the University of Adelaide and is fluent in Italian, Chinese (Mandarin) and English.

Alvise Peggion

Analyst

Alvise joined Forager in 2013 and works on both the Australian Fund and International Fund. Whilst working at Forager, Alvise completed all 3 levels of the CFA program and is now a CFA® charterholder. Alvise has a degree in Finance (Honours) from the University of Adelaide and is fluent in Italian, Chinese (Mandarin) and English.

Chris Ten-Berge

Research Intern

Chris Ten-Berge

Research Intern

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.

Fiona Ali

Client Services & Support

Fiona Ali

Client Services & Support

Kenn Savvas

Marketing Support (Intern)

Kenn Savvas

Marketing Support (Intern)

Annika Bradley

RISK & COMPLIANCE (Lodrino Consulting)

Annika Bradley

RISK & COMPLIANCE (Lodrino Consulting)