Forager Funds Management

Forager Funds Management Forager Funds invests in Australian and International share markets on behalf of long term investors

The information given by Forager Funds Management is general information only and is not intended to be advice. You should therefore consider whether the information is appropriate to your needs before acting on it, seeking advice from a financial adviser or stockbroker as necessary. DISCLAIMER
Forager Funds Management Pty Ltd operates under AFSL No: 459312. The Trust Company (RE Services) Limite

d (ABN 45 003 278 831, AFSL No: 235 150) is the Responsible Entity and the issuer of the Forager Australian Shares Fund (ARSN 139 641 491). Fundhost Limited (ABN 69 092 517 087, AFSL No: 233 045) is the Responsible Entity and the issuer of the Forager International Shares Fund (ARSN No: 161 843 778). Information has been obtained from sources believed to be reliable, but we do not represent it as accurate or complete, and it should not be relied upon as such. Unless specified, the performance-related information has been sourced by Forager Funds Management. You should obtain and consider a copy of the product disclosure statement relating to the Forager International Shares Fund and the Forager Australian Shares Fund before acquiring the financial product. You may obtain a product disclosure statement from The Trust Company (RE Services) Limited, Fundhost Limited or download a copy at www.foragerfunds.com. The International Shares Fund Target Market Determination can be found at https://fundhost.com.au/fund/forager-international-shares-fund/. To the extent permitted by law, The Trust Company (RE Services) Limited, Fundhost Limited and Forager Funds Management Pty Limited, its employees, consultants, advisers, officers and authorised representatives are not liable for any loss or damage arising as a result of reliance placed on the contents. Comments and opinions posted by users are the responsibility of the individual who posted them. Forager does not adopt, endorse, or guarantee the accuracy of content posted by others, and such content does not necessarily represent the views of Forager. PERFORMANCE
Unless specified, the performance-related information has been sourced by Forager Funds Management. Past performance is not a reliable indicator of future performance. The Trust Company (RE Services), Fundhost and Forager Funds Management do not guarantee investment performance or distributions, and the value of your investment may rise or fall. Total returns and estimated valuations have been calculated using the mid-point of unit prices, before taxation, after ongoing fees, and assuming reinvestment of distributions. We encourage you to think of investing as a long-term pursuit.

06/06/2024

In this clip, hear what Harvey and Steve have to say about understanding the type of businesses you own and how changing market perceptions can influence the decision to ‘let something run’, versus banking profits. For the full episode: https://spoti.fi/3VgpgF0

05/06/2024

Harvey and Steve in this podcast clip discuss the copper story, its recent run-up to multi-year highs and the key themes driving a strong demand outlook - EVs, charging stations, data centres, grid capacity extensions, and the like.
For the full episode: https://spoti.fi/3VgpgF0

NEW PODCAST EPISODE: In episode 30 of Stocks Neat, Portfolio Manager Harvey Migotti and CIO Steve Johnson discuss recent...
30/05/2024

NEW PODCAST EPISODE: In episode 30 of Stocks Neat, Portfolio Manager Harvey Migotti and CIO Steve Johnson discuss recent portfolio performance including which surprise sectors have started contributing in 2024. Listen to it here:

Listen to this episode from Stocks Neat on Spotify. In episode 30 of Stocks Neat, Portfolio Manager Harvey Migotti and CIO Steve Johnson discuss recent portfolio performance including which surprise sectors have started contributing in 2024. They cover a wide range of topics including AI related com...

15/05/2024

The Forager Australian Shares Fund monthly report is out, with April another good month of relative performance amidst the All Ordinaries Accumulation Index falling 2.7%. Macmahon is up 56% this financial year following an announced takeover of civil engineering company Decmil. Experience Co saw a share price rise of 36% from its March low, and Pointsbet has continued growing profitably with final regulatory approvals for the sale of its US sports betting business resulting in healthy capital returns. Read the report to find out more:

15/05/2024

Trying market environments owing to sticky US inflation and poor performance of the MSCI World and S&P 500 indices has seen the Forager International Shares Fund make a modest shift toward larger, more resilient businesses that should perform well under such conditions. Tesco, one stock the Fund has recently added to, continues to outperform, returning 8% of its current market capitalisation to shareholders over the past twelve months via dividends and buybacks. Similarly, April saw continued strong results from Fiserv, driven by its payments system Clover, as well as Zebra Technologies, with management recently raising their full year earnings guidance. Read the report to find out more:

Forager’s Chief Investment Officer,  discusses the Paragon Care investment thesis, the recent acquisition of CH2, and th...
12/05/2024

Forager’s Chief Investment Officer, discusses the Paragon Care investment thesis, the recent acquisition of CH2, and the potential consequences for the healthcare distribution sector generally. Read the article for the full story:

A deep dive in to the thesis supporting Forager's investment in Paragon Care (ASX:PGC)

29/04/2024

In this podcast clip, hear what Gareth and Steve have to say about portfolio positioning during a downturn. For the full episode: https://spoti.fi/3QbK3GL

NEW PODCAST EPISODE: In episode 29 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss severa...
24/04/2024

NEW PODCAST EPISODE: In episode 29 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss several investing maxims, and how these might apply to portfolio positioning in prior and current markets.
Listen to it here: https://spoti.fi/44kGZ1a

Listen to this episode from Stocks Neat on Spotify. In episode 29 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss several investing maxims, and how these might apply to portfolio positioning in prior and current markets. Topics covered include cleaning portfolios to in...

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Level 11, 10 Carrington Street
Sydney, NSW
2000

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