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#Forager Funds 2024 Report
Added 4 months ago

at YouTube https://youtu.be/3i5siY_wqGg?si=19WTLnmbonwcpUqY

some stock ideas:

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Not listed on the ASX=

Note: we understand the Fund delisted because of low levels of liquidity on ASX, a persistent discount of the market price to the net asset value and an unlisted fund will be better placed to manage the liquidity aspects of an open ended fund

Removal from the official list of ASX Limited. on 11/06/2024

#Report - May 2023
stale
Added one year ago

Trading around the NAV:$1.45 .. Just checking how Forager is navigating the markets.

1yr return 2.38% ( net of fees ) so the 'experts ' are looking like amatures.

Though funds under management is $340Mill. so Steve should be able to draw off a salary there.

FASF_MAY23.pdf (foragerfunds.com)

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FUND CHARACTERISTICS • Concentrated portfolio of ASX-listed stocks • Long track record in identifying unloved gems • Restricted fund size allows investment in smaller businesses • Strong focus on managing portfolio risks • Listed on ASX as a Listed Investment Trust (LIT) • Structure offers Forager flexibility in distressed markets

With approximately $340 million of funds under management and a focus on long-term investing, Forager Funds is a unique Australian asset management company.

Trading Circa the NAV is $1.45 so not overpriced at present

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