Seizing opportunity in unpopular places

We seek meaningful long-term returns from investments in unloved, under-researched and undervalued stocks.

Forager Funds

For 15 years, we’ve invested in our Funds alongside our long-term investors. Find out more about our Funds and investment strategy.

Summary

Concentrated ASX stock portfolio with a small-cap focus and a proven track record of finding undervalued gems. Nimble and opportunistic, enabled by keeping fund size small. Open-ended unit trust structure with daily applications and redemptions.

Unit Price
$1.6483
Buy Price
$1.6450
Mid Price
$1.5596
Redemption Price
Performance
9.51%
Since Inception Annualised
18.69%
1 Year
0.07%
3 Years
8.89%
5 Years
10 Years
SUMMARY

Concentrated portfolio of global equities combining small and medium sized businesses with larger more resilient companies. Nimble and opportunistic, managed by a team with deep pockets of expertise. Open-ended unit trust structure with daily applications and redemptions.

Unit Price
$1.9430
Buy Price
$1.9391
Mid Price
$1.9352
Redemption Price
Performance
12.56%
Since Inception Annualised
20.99%
1 Year
-3.76%
3 Years
12.65%
5 Years
10 Years

News

We invest in Australian and international share markets on behalf of long-term investors. Find out more about our funds and investment strategy.

Testimonials

There is inherent volatility within the Forager investment universe because they’re investing at the smaller end of the market. I like volatility, I’m used to it in my day job, it’s not always pleasant but it doesn’t worry me. I think where Forager wins for me is they seem to have a real curiosity, which in my experience you don’t get with other funds that seem more mechanical.

Craig, Regional NSW

I’ve trusted Forager and have confidence in them to deliver results for me over a long period of time. It’s not a conventional addition, but it’s a complement to my portfolio. The team communicates with me about where they’ve got it wrong and how they’re getting it right. In my experience, they’re not your typical funds management team – they’re open and honest with how they approach investing and how they plan to grow my portfolio over time.

Gavin, WA