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July 2019

Annual Performance Report

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.

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May 2019

Fund Performance

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.

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July 2018

Investing Skills and Instincts

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.

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February 2018

Investing in Bull Markets

How do we invest when “animal spirits are running”? This webinar discusses the difficulties of navigating making investments in a raging bull market.

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November 2017

Investing in Themes

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.

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July 2017

Annual Roadshow

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.

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June 2017

Introduction to Value Investing

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.

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