A contrarian approach can work really well at the right point in time, but that doesn’t mean you have to be aggressively contrarian all the time.
In this month’s episode, Martin chats with Steve Johnson, founder of Forager Funds Management, about what type of companies they look for, how their investment philosophy has changed over time, some of the lessons they have learnt along the way, their outlook on inflation and much more.
Head to <a href="https://www2.asx.com.au/">asx.com.au</a> for more articles, online courses and event information or follow ASX on <a href="https://twitter.com/ASX">Twitter</a> and <a href="https://www.linkedin.com/company/asx/">LinkedIn</a>. 
Produced by <a href="piccolopodcasts.com.au">Piccolo Podcasts</a>. See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

A contrarian approach can work really well at the right point in time, but that doesn’t mean you have to be aggressively contrarian all the time. In this month’s episode, Martin chats with Steve Johnson, founder of Forager Funds Management, about what type of companies they look for, how their investment philosophy has changed over time, some of the lessons they have learnt along the way, their outlook on inflation and much more. Head to asx.com.au for more articles, online courses and event information or follow ASX on Twitter and LinkedIn. Produced by Piccolo Podcasts. See omnystudio.com/listener for privacy information.

A contrarian approach can work really well at the right point in time, but that doesn’t mean you have to be aggressively contrarian all the time.
In this month’s episode, Martin chats with Steve Johnson, founder of Forager Funds Management, about what type of companies they look for, how their investment philosophy has changed over time, some of the lessons they have learnt along the way, their outlook on inflation and much more.
Head to <a href="https://www2.asx.com.au/" rel="noopener noreferrer">asx.com.au</a> for more articles, online courses and event information or follow ASX on <a href="https://twitter.com/ASX" rel="noopener noreferrer">Twitter</a> and <a href="https://www.linkedin.com/company/asx/" rel="noopener noreferrer">LinkedIn</a>.&nbsp;
Produced by <a href="piccolopodcasts.com.au" rel="noopener noreferrer">Piccolo Podcasts</a>.&nbsp;See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Foraging for investment opportunities with Forager Funds Management

Want a fresh view of investing opportunities and strategies? Tune into The Ideas Exchange to hear from ASX insiders and industry experts. ASX Limited ABN 98 008 624 691 and its related bodies corporate ("ASX") makes content available for podcast (“content”) and the content may be downloaded on these conditions. ASX grants a non-exclusive licence to download the content for private and non-commercial use only. You may not use the content for any other purpose including without limitation distribution to a third party or implying a connection between you (or any third party) and ASX, its officers, employees or contractors. The views, opinions or recommendations of the author or speaker in the content are solely those of the author or speaker and do not in any way reflect the views, opinions, recommendations of ASX. The content is provided for educational purposes only and is not intended to include or constitute financial product advice. You should obtain independent advice from an Australian financial services licensee before making any investment decisions. ASX does not give any representation or warranty with respect to the accuracy, reliability, completeness or currency of the content. To the extent permitted by law, ASX and its employees, officers and contractors are not liable for any loss or damage arising in any way (including by way of negligence) from or in connection with any information provided or omitted or from any one acting or refraining to act in reliance on this information. © Copyright 2019 ASX Operations Pty Limited ABN 42 004 523 782. All rights reserved 2019 Producer: Piccolo Podcasts

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Want a fresh view of investing opportunities and strategies? Tune into The Ideas Exchange to hear from ASX insiders and industry experts. ASX Limited ABN 98 008 624 691 and its related bodies corporate ("ASX") makes content available for podcast (“content”) and the content may be downloaded on these conditions. ASX grants a non-exclusive licence to download the content for private and non-commercial use only. You may not use the content for any other purpose including without limitation distribution to a third party or implying a connection between you (or any third party) and ASX, its officers, employees or contractors. The views, opinions or recommendations of the author or speaker in the content are solely those of the author or speaker and do not in any way reflect the views, opinions, recommendations of ASX. The content is provided for educational purposes only and is not intended to include or constitute financial product advice. You should obtain independent advice from an Australian financial services licensee before making any investment decisions. ASX does not give any representation or warranty with respect to the accuracy, reliability, completeness or currency of the content. To the extent permitted by law, ASX and its employees, officers and contractors are not liable for any loss or damage arising in any way (including by way of negligence) from or in connection with any information provided or omitted or from any one acting or refraining to act in reliance on this information. © Copyright 2019 ASX Operations Pty Limited ABN 42 004 523 782. All rights reserved 2019 Producer: Piccolo Podcasts

Want a fresh view of investing opportunities and strategies? Tune into The Ideas Exchange to hear from ASX insiders and industry experts. ASX Limited ABN 98 008 624 691 and its related bodies corporate ("ASX") makes content available for podcast (“content”) and the content may be downloaded on these conditions.&nbsp;ASX grants a non-exclusive licence to download the content for private and non-commercial use only. You may not use the content for any other purpose including without limitation distribution to a third party or implying a connection between you (or any third party) and ASX, its officers, employees or contractors. The views, opinions or recommendations of the author or speaker in the content are solely those of the author or speaker and do not in any way reflect the views, opinions, recommendations of ASX. The content is provided for educational purposes only and is not intended to include or constitute financial product advice. You should obtain independent advice from an Australian financial services licensee before making any investment decisions.&nbsp;ASX does not give any representation or warranty with respect to the accuracy, reliability, completeness or currency of the content. To the extent permitted by law, ASX and its employees, officers and contractors are not liable for any loss or damage arising in any way (including by way of negligence) from or in connection with any information provided or omitted or from any one acting or refraining to act in reliance on this information.&nbsp;© Copyright 2019 ASX Operations Pty Limited ABN 42 004 523 782. All rights reserved 2019 Producer: Piccolo Podcasts

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