Forager Funds Management in Sydney, Australia | Financial service

Forager Funds Management

Locality: Sydney, Australia

Phone: +61 2 8277 4812

Address: Level 29, 85 Castlereagh Street 2000 Sydney, NSW, Australia

Website: http://www.foragerfunds.com

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25.01.2022 It was reporting season in Australia and almost all of the companies in the Forager Australian Shares Fund reported good results. This resulted in the Fund increasing by 18.80% during the month. Read updates on a few of these businesses in the report, including NZME, National Tyre and Wheel and Mainstream Group:

23.01.2022 With 98% of all equities listed on exchanges outside Australia, here's how we find opportunities in international markets. https://bit.ly/3tJOont #foragerfunds Livewire Markets

23.01.2022 In last week's video, Gareth Brown, Co-Portfolio Manager on the International Shares Fund, is joined by Chloe Stokes, Analyst on the International Shares Fund, as they discuss a new position in the Fund, the low-cost airline known as Wizz Air. Gareth explains how, as contrarians, we are always on the look out for businesses who are able to use crises to their advantage. Watch the video to learn why Wizz Air is experiencing a good crisis.

22.01.2022 Take a look back at some of our most popular content from the year that was 2020:

21.01.2022 Last week Chief Investment Officer, Steve Johnson, talks about the significant changes that have been taking place on the stock market surrounding the US election and Covid-19 vaccine developments. Steve also provides insight into how both of our portfolios have performed well in this environment. Watch the video to find out which stocks have been reporting good results and why we look forward to the coming years.

19.01.2022 We can safely use the word 'extraordinary' to describe 2020. At Forager, it was an especially extraordinary year. Read our December Quarterly Report to find out why: https://tinyurl.com/y2jpxgpd

19.01.2022 Last week, Steve Johnson was joined by Chloe Stokes, Analyst on the International Shares Fund, for an in depth conversation about a recent addition to the portfolio known as Farfetch, a digital platform for the high end fashion brands industry. Watch the video to gain insight into how Farfetch stock has more than doubled over the last couple of months and why we do not have any immediate plans to sell our current holding.

17.01.2022 "Knowing your own strengths and weaknesses as an investor is critical. The right strategy is going to be different for all of us." Check out the latest blog by Chief Investment Officer, Steve Johnson, here:

16.01.2022 In this quarterly video Chief Investment Officer Steve Johnson talks to portfolio manager Harvey Migotti about how despite the recent strong performance on the International Shares Fund, the team continues to actively source new investment opportunities that aim to maximise portfolio returns in the future. 26% of the International Shares Fund's portfolio consists of new ideas that have been added to the portfolio this calendar year alone. Watch the video to gain insight into Harvey's research process for finding new stock ideas and why personal interest combined with both optimism and scepticism is necessary in order to select quality stocks. #ValueInvesting #Stocks

15.01.2022 The strong returns in the Forager International Shares Fund continued in August, with 10.05% added during the month. Stocks across the portfolio contributed to this result. A number of them are discussed in the report including Ulta Beauty, Thinksmart and new investments Open Lending and Fathom. Check out the report here:

15.01.2022 Your vote is important to the future of Thorn. Read why here:

14.01.2022 Chief Investment Officer, Steve Johnson, is joined by Alex Shevelev, Senior Analyst on the Australian Shares Fund, as they provide a review of what took place in the Fund over the last year including how it managed to bounce back after the period of panic in March. Watch the video to find out how the team are feeling about reporting season, as well as what stocks may be considered the highest probability for takeover bids in the portfolio over the next couple of years.

14.01.2022 We welcome volatility in the markets. Steve Johnson, Chief Investment Officer at Forager, explains why. https://youtu.be/DsakZJ0fa-0

13.01.2022 It once meant someone was slightly drunk. Now, the kids tell me, lit means something is excellent. That’s not what they are saying about LITs (Listed Investment Trusts) this year. Or LICs (Listed Investment Companies), for that matter. Check out the latest blog by Chief Investment Officer, Steve Johnson: https://foragerfunds.com/news/lics-not-so-lit-in-2020/

13.01.2022 "The main lesson of the past 10 years is that getting it wrong on the low side (being too conservative about the future of a business) can be as expensive as getting it wrong on the upside (being too optimistic). When someone says they sold a wonderful business way too early, what they actually mean is that they drastically underestimated its value." - Steve Johnson, Chief Investment Officer Read the Livewire Markets article here: https://www.livewiremarkets.com//5-lessons-from-a-decade-o #Investing #ValueInvesting

12.01.2022 In last week's video, Chief Investment Officer, Steve Johnson, is joined by Alex Shevelev, Senior Analyst with the Forager Australian Shares Fund. They talk about businesses that shrink by comparing two stocks in the travel industry as examples, Webjet and Tourism Holdings.

11.01.2022 Volatility is risk for someone who needs to sell. For someone who wants to buy, it can be an appealing feature of an investment. Check out the latest blog by Chief Investment Officer, Steve Johnson.

10.01.2022 Last week Chief Investment Officer, Steve Johnson, was joined by Alex Shevelev, Senior Analyst on the Australian Shares Fund, as they provided insight into another month of strong performance for the Fund. Watch the video to learn what stocks have been performing well in addition to what it will take for the market to recognise the value of these businesses.

10.01.2022 "Mainstream’s share price rise and subsequent bid is another case of value being unlocked among the Fund’s investments." Read the latest blog by Australian Shares Fund senior analyst Alex Shevelev here: #ValueInvesting #Stocks

09.01.2022 Are you thinking about where to invest next? Join our webinar about International Investing on Thursday 26th November at 11am (AEDT).

09.01.2022 "It wasn’t just clients asking serious questions of us in March. We were asking serious questions of ourselves. It’s one thing to see your portfolio plummet in value. It’s another to have it happen at the end of two already woeful years. Some of the price movements seemed absurd. But what if we had simply stuffed things up?" Read the latest blog 'Aussie Portfolio Shows August Grit' by Chief Investment Officer, Steve Johnson here:

07.01.2022 Have ESG concerns been the making of Boohoo? Find out why Chloe Stokes, research analyst on the Forager International Shares Fund, thinks this is the case. https://foragerfunds.com//esg-concerns-the-making-of-booh/

06.01.2022 Check out last week's video update where Chief Investment Officer, Steve Johnson, is joined by Gareth Brown, Co-Portfolio Manager on the International Shares Fund, as they discuss how they avoid being caught up with the hype surrounding some rapidly growing stocks including Afterpay and Zoom. Watch the video to see how Steve and Gareth deal with fear of missing out on the stock market.

05.01.2022 After March's meltdown, both funds added significantly to the June quarter's recovery in the past three months. The Australian and International Fund delivered returns of 26% and 13% respectively. Read more about how both Funds have prospered in volatile times in our September Quarterly Report: https://foragerfunds.com//investor_resources/quarterly-re/

01.01.2022 Chief Investment Officer, Steve Johnson, is joined by Gareth Brown, Co-Portfolio Manager on the International Shares Fund, as they discuss the best books of 2020. Watch the video to discover a mix of self-help, investing and biographical books including the top three picks for an aspiring investor.