In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Forager Funds’ Steve Johnson to explore:

- Why small cap managers might have a structural edge again

- The limitations of ETFs and super funds in small cap investing

- Forager’s approach to portfolio changes during market volatility

- Steve’s personal reflections on staying sane and strategic amid uncertainty

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Topics covered

- Why small caps are becoming inefficient again

- The passive investing boom and its unintended side effects

- Portfolio changes driven by valuation vs. macro risks

- How Steve thinks about mental resilience as a fund manager

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DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

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