Steve Johnson (@ForagerSteve) header
Steve Johnson (@ForagerSteve) profile picture

Founder and CIO at Forager Funds Management. Likes assets plays, cigar butts and anything else cheap.

Sydney, Australia
Joined March 2011
Photo by Steve Johnson (@ForagerSteve)Photo by Steve Johnson (@ForagerSteve)Photo by Steve Johnson (@ForagerSteve)Photo by Steve Johnson (@ForagerSteve)Photo by Steve Johnson (@ForagerSteve)Photo by Steve Johnson (@ForagerSteve)Photo by Steve Johnson (@ForagerSteve)Photo by Steve Johnson (@ForagerSteve)Photo by Steve Johnson (@ForagerSteve)Photo by Steve Johnson (@ForagerSteve)
Steve Johnson retweeted
Talked with @ForagerSteve on the new rules of small-cap investing, how to beat the market, & what he thinks about #gold - Forager's Australian Equities Fund was top of Mercer's performance tables over 12 months to March 31 livewiremarkets.com/wires/fo…
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Steve Johnson retweeted
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: investmentmarkets.com.au/vid…
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Steve Johnson retweeted
NEW PODCAST: As Forager's 15th birthday approaches, Chief Investment Officer, @ForagerSteve, and International Fund Portfolio Manager, @forager_gareth, dive into the recent 50bps rate cut in the US and its impact on small-cap stocks. Listen here: open.spotify.com/episode/0VA…
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Tomorrow marks the start of the new financial year! Ahead of FY25, @ForagerSteve and Luke Laretive of Seneca join @GradyWulff for a special look back at the first half on Buy Hold Sell. #ASX livewiremarkets.com/wires/bu…
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The Virgin Australia CEO vs The Chad Burrito Compania $GYG $VAH
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Hey fam. @ForagerSteve and I will be recording the next episode of Stocks Neat this afternoon. We have a main topic but are looking for secondary matters to discuss. Any burning questions/topics on your mind worthy of our two cents? Thanks
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Steve Johnson retweeted
NEW PODCAST EPISODE: The latest Stocks Neat episode is out! @ForagerSteve and @forager_gareth discuss the hot topic of price gouging in Australia - how much is it actually happening and what can investors do about it? Tune in for this great discussion bit.ly/3Q2J9wz
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Steve Johnson retweeted
In the latest #Stocksneat podcast, CIO @ForagerSteve and PM @forager_gareth discuss the psychology of investing. Including FOMO around #Nvidia and AI stocks, along with tips to make effective investment decisions. Listen to the full episode here: spoti.fi/3SQCQwk
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Steve Johnson retweeted
NEW PODCAST EPISODE: In episode 27 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss the recent performance of small caps and the psychology of investing. Listen to it here:spoti.fi/4bWxb0I
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Steve Johnson retweeted
The Forager Australian Shares Fund January report is out. Some pressure on mining services stocks in the portfolio due to falls in lithium and nickel are covered in the report, as well as why the share price of Resmed has increased recently: bit.ly/42Bh0RY
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Steve Johnson retweeted
"It's been an extraordinary few months in the uranium market" says @ForagerSteve as he intro's the latest #stocksneat podcast. Watch the clip to find out what has happened to drive the spot uranium price a further 50% higher than four months ago
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Steve Johnson retweeted
Last chance to register for our Fund Update webinar tomorrow - 12pm (AEDT). Join @ForagerSteve @forager_gareth and @ForagerAlex to hear about news from the September quarter. bit.ly/3PQYKyj
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Steve Johnson retweeted
Our August Monthly Report for the Forager Australian Shares Fund is available now. It details how our portfolio companies went well this year, and two companies we're excited about given current valuations. Read it here: bit.ly/3ZliwWI
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Steve Johnson retweeted
"Readytech (ASX: RDY) is ready to break into the big leagues of Australian technology companies" writes Alex Shevelev, Senior Analyst at Forager. Read his coverage of the Aussie small cap below. livewiremarkets.com/wires/re…
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Blancco Technology Group ($BLTG) is my Fund's largest position. It's the subject of a takeover offer from Francisco Partners at 223p per share. We think the offer significantly undersells Blancco's potential and have outlined our thoughts in this letter. foragerfunds.com/news/open-l…
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Steve Johnson retweeted
Replying to @ForagerSteve
@ForagerSteve, Forager's Chief Investment Officer, is calling FY23 a "Return to Normal" in his June letter to investors. Read on to find out why: bit.ly/44Og10F
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Steve Johnson retweeted
Our June 2023 annual performance report is out. Read here to find out more about everything that has happened in the FY23 year and the exciting opportunity the team sees in small cap stocks right now. bit.ly/3QjhTeb
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Steve Johnson retweeted
Last chance to register for our virtual investor roadshow tomorrow: Tuesday 18 July at 12pm. Register here to find out more about the year just gone and why the team are excited for the future: bit.ly/44uQlWK
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