The theme of this roadshow was “Investing in Volatile Times”. The roadshow begins with a presentation from Steve and the team on the Forager International Shares Fund, followed by a short Q&A specific to this Fund. Steve then presents on the Forager Australian Shares Fund, followed by a short Fund specific Q&A. There is then a general Q&A with all of the team involved.
VIEW ROADSHOW NOW
Steve Johnson and Gareth Brown run through what has been happening in the markets amid the COVID-19 pandemic and how this has affected both of the Funds. They also address what the team have been doing within each Fund, and how the portfolios are positioned for the future.
VIEW WEBINAR NOW
Investor Optimism in the Wake of Global Pessimism – in a year of record highs for stock markets, a bubble in technology stocks and unprecedentedly low interest rates, it might seem odd that cash weightings in both Forager funds are down significantly. But the market is particularly capricious at the moment. Join Steve and the team to find out more about some of the businesses they have been buying during this time.
VIEW WEBINAR NOW
In this webinar, we reflect on the performance of both funds during the financial year ended June 2019. Steve and the team delve into the annual 2019 performance report and discuss a number of the stocks held in the funds.
VIEW WEBINAR NOW
This webinar was aimed specifically at investors to discuss fund performance. Whilst we don’t usually focus on short term performance at Forager, the recent period of underperformance needed further discussion with investors in order to address questions and concerns.
VIEW WEBINAR NOW
This webinar follows the presentation given by Steve and the analysts at our 2018 annual roadshow. The team discuss the investing process undertaken at Forager, including idea generation and how these are researched. Performance for the financial year ended June 2018 is also reviewed.
VIEW WEBINAR NOW
How do we invest when “animal spirits are running”? This webinar discusses the difficulties of navigating making investments in a raging bull market.
VIEW WEBINAR NOW
Fact or Fluff? How to split the true story from the narrative when looking to invest in themes. Steve and the team discuss the pros and cons of investing in themes.
VIEW WEBINAR NOW
This webinar follows the presentation made by Steve and the team at the 2017 annual roadshow. Performance of the newly listed Forager Australian Shares Fund (FOR) and the Forager International Shares Fund is discussed.
VIEW WEBINAR NOW
Steve Johnson gives an introduction to value investing in small to mid-cap stocks. Including the process at Forager for finding new ideas and then valuing these businesses.
VIEW WEBINAR NOW