Foraging for investment opportunities with Forager Funds Management

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.