InvestmentMarkets Investor Webinar March 2024
Small cap stocks have had a tough run the past few years, with small cap indices underperforming their larger cap counterparts significantly. Everyone is talking about the inevitable catch up. But dispersion amongst returns at the small end of the market is high. It's easy to get the theme right and the stock picking wrong. Steve Johnson will explore the stock picking process at Forager, how the team are setting their Fund portfolios up, and which stocks are already working. He will explain why these stocks showcase where you need to be invested when the small cap recovery arrives.
Forager Funds manages two funds – an Australian Shares Fund and an International Shares Fund. Both funds aim to invest in undervalued businesses and generally invest in small to mid cap stocks. Steven Johnson is the Chief Investment Officer and one of the founders at Forager Funds, he regularly appears on Ausbiz, the ABC, CNBC, the Fin Review and The Australian.
STATUTORY STATEMENT
The issuer of Forager Australian Shares Fund and Forager International Shares Fund is The Trust Company (RE Services) Limited (Perpetual), ABN 78 138 351 345, AFSL 459312. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at https://foragerfunds.com/. Prospective investors should consider the PDS before deciding to acquire the product.
Disclaimer
- • The presentations made during this seminar are for informational and promotional purposes only.
- • Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
- • No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
- • All securities and financial products involve risks.
- • Past performance of any product is not a reliable indication of future performance.
- • Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
- • InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
- • These presentations were made as at 19-21 March, 2024 and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.
