Forager Funds is a boutique Australian fund manager seeking meaningful long-term returns from investments in unloved, under-researched and undervalued stocks.
In Episode 34 of Stocks Neat, CIO Steve Johnson, Gareth Brown and Chloe Stokes unpack the challenges faced by active fund giants like Magellan and Platinum, the dominance of ETFs, and what it means for investors.
Tune in here: https://t.co/fv4ggbTZas
Great to see this stock doing well whilst much of the market has been in turmoil. Nutex Health (Nasdaq:NUTX) is an interesting US micro-cap healthcare provider: https://t.co/ZuDAVHa2KS
Bravura Solutions has been a standout turnaround story in the Forager Australian Shares Fund. Over 18 months, Bravura has transformed under new leadership, implementing an extensive cost-cutting program that has delivered amazing results.
Discover more: https://t.co/Yib6xPBXmi
‘With patience and willingness to stay small, there remains plenty of value to add.’ As CIO, Steve Johnson notes in the December Quarterly Report, markets reward patience, and staying small allows the investment team to identify potential.
Read now: https://t.co/K6ARdQI7Eh
In Episode 34 of Stocks Neat, Gareth Brown and Steve Johnson explore how the rise of ETFs and index funds amplifies market trends, often creating outsized winners and overlooked opportunities.
Tune in: https://t.co/Xw5AV4fFMz
What happened to Australia’s active funds giants? Steve Johnson and Gareth Brown examine the challenges faced by two of Australia’s most prominent active funds managers, Magellan and Platinum.
Tune in: https://t.co/Xw5AV4fFMz
Forager's CIO, Steve Johnson, recently sat down with Greg Canavan of Fat Tail Investment Research to discuss the challenges and opportunities in today’s markets. From the importance of patience in value investing to finding overlooked opportunities: https://t.co/ovCLSKNdhB
Forager's CIO, Steve Johnson, recently featured on Owen Rask’s Australian Investors Podcast. Steve offered an in-depth analysis of #EMLPayments and revisited his investment thesis on #CatapultGroup. Listen to the full discussion here: https://t.co/z2x73zxeG9
November was a strong month for the Forager International Shares Fund, returning 4.8%, just outperforming the MSCI ACWI IMI, which returned 4.5%. Top contributors included #Motorpoint, which posted strong first-half results. Read more: https://t.co/Uo2cmPdCFg
November was a standout month for the Forager Australian Shares Fund, returning 8.2% compared to the All Ordinaries Accumulation Index's 3.7%. Top performers included #CatapultGroup, #EMLPayments, #Praemium, and #TyroPayments. Read more: https://t.co/e25b3WcXcx
Forager's CIO, Steve Johnson appeared on Ausbiz earlier this week. He highlighted Catapult Group's strong performance, noting impressive revenue growth and a trajectory toward consistent profitability. Watch the full interview: https://t.co/nZXIpa94OV
Forager CIO, Steve Johnson, has shared a follow-up letter about Bigtincan's FY24 cash flow claims. Were they truly "Free Cash Flow Positive"? The facts say otherwise. Get the full story and see why this matters before the AGM. Read the letter here: https://t.co/CaS8jnqE8R
Which will come out on top in the years ahead—value investing or growth investing? Steve dives into this age-old debate, sharing his thoughts on what might drive outperformance in the near future. Don’t miss his take on where the market could be headed: https://t.co/8Oja3s2azs
Steve reflects on the evolving journey of value investing since Forager’s inception in 2009. While growth stocks often steal the spotlight, he shares insights on why value investing remains a cornerstone of a resilient portfolio. Watch the full debate: https://t.co/8Oja3s2Ip0
Steve highlights the flexibility of value investing, which enables investors to allocate funds to growing companies, like Microsoft, and shrinking ones, like Rams Home Loans. He explains why the option to invest in stagnant businesses will be valuable in the years ahead.
October saw steady returns for the Forager International Shares Fund (+0.5%), with #Fiserv, #MTUAeroEngines, #ZebraTechnologies, and #Nextracker each raising profit guidance. Nextracker shined in the renewables space with a 25% boost. Read the full report: https://t.co/BSTUQYqPD3
The Forager Australian Shares Fund defied October’s market dip with a 1.6% gain. Standouts included #Praemium (+15%), #ExperienceCo, and #AroaBiosurgery, all posting strong updates. The Fund’s value-focused strategy continues to pay off! Read here: https://t.co/Dfy3NY7CZj
Don't miss our CIO, Steve Johnson, as he dived into the classic Growth vs. Value debate on Investment Markets last week. Whether you're growth-focused or favour value stocks, he sheds light on the strategies shaping the market right now. Watch here: https://t.co/AlJu6hpJNt
Why consider small caps? Despite recent challenges, unique opportunities exist in this space. With changing market conditions and attractive valuations, small-caps can enhance your investment strategy. Discover why now is the time to explore small caps. https://t.co/1hKQIpjSbe
Our team’s trip to Japan revealed exciting opportunities in tech and software, with inflation returning and digital transformation accelerating. Japan’s shift to cloud and SaaS is creating growth potential in key sectors. Read more: https://t.co/3GxNxqK0CJ