Manager Summary
Forager Funds Management was launched by Steven Johnson in 2009 as Intelligent Investor Funds Management, as part of the Intelligent Investor group which provided value investing advice to retail investors through a subscription based publishing business for the previous 10 years.
Strategy Summary
The Fund has a broad mandate and is able to invest in any listed security in the world. This means that if a security is investable, the fund will be able to own it. In practice, the Fund predominantly invests in developed countries with stable political environments including in the US, UK, Europe and Asia.
The Fund holds 20-40 stocks in the portfolio and seeks to manage these holdings such that there is not a substantial exposure to any one country or identifiable risk.
Quintile Ranking vs. Equity Long - Mid/Small Cap - Global Peer Group (28 funds) as at August 2024
Forager International Shares Fund
All Countries World Index (AUD)
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.