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Stocks Neat

Forager Funds

39 episodes

2 weeks ago

High Performance In and Out of the Pool From Olympic gold to the ASX 200, Generation Development CEO Grant Hackett joins Steve Johnson for a special episode of Stocks Neat. They discuss Grant’s journey from elite sport to business leadership, the importance of purpose beyond success, and how lessons from swimming translate into building a $3 billion company. As Grant shares: “You’re retired to something, not from something.” The conversation also dives into Generation Development’s core busin...

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High Performance In and Out of the Pool From Olympic gold to the ASX 200, Generation Development CEO Grant Hackett joins Steve Johnson for a special episode of Stocks Neat. They discuss Grant’s journey from elite sport to business leadership, the importance of purpose beyond success, and how lessons from swimming translate into building a $3 billion company. As Grant shares: “You’re retired to something, not from something.” The conversation also dives into Generation Development’s core busin...

Show more...

Episodes (20/39)

Stocks Neat

Special Episode | GDG's Grant Hackett on Purpose, Pressure and Leadership

High Performance In and Out of the Pool From Olympic gold to the ASX 200, Generation Development CEO Grant Hackett joins Steve Johnson for a special episode of Stocks Neat. They discuss Grant’s journey from elite sport to business leadership, the importance of purpose beyond success, and how lessons from swimming translate into building a $3 billion company. As Grant shares: “You’re retired to something, not from something.” The conversation also dives into Generation Development’s core busin...

1 week ago

43 minutes

Stocks Neat

The Land of the Rising Return: Forager in Japan

In the latest Stocks Neat episode, Steve Johnson, Gareth Brown and Isabella Foley dive into Japan’s corporate transformation — from shareholder returns and buybacks to digitisation and the demographic shifts reshaping opportunities. “It’s been like a snowball that’s been pushing across a flat surface for a long period of time. It’s finally started to gather some momentum.” – Steve Johnson With Japan now a significant part of the international portfolio, the team shares where they’re finding v...

1 month ago

25 minutes

Stocks Neat

Neat Reflection of 2025: Winners and Losers of the Passive Revolution

As the financial year wraps, Episode 37 of Stocks Neat takes a deep dive into the standout performance of Financial Year 25. Chief Investment Officer Steve Johnson is joined by Portfolio Managers, Gareth Brown and Alex Shevelev to discuss what drove results across Forager’s international and Australian funds — from Japanese software gems to ASX tech turnarounds and undervalued relics making quiet comebacks. The conversation covers how passive flows are reshaping the investing landscape, the i...

3 months ago

39 minutes

Stocks Neat

Special Episode | Inside the World of Alternative Assets with Navigator's Stephen Darke

Alternative assets are going mainstream — but are investors ready? In this special episode of Stocks Neat, Steve Johnson is joined by Stephen Darke, CEO of Navigator Global Investments, to unpack the ever-expanding world of alternative assets: from hedge funds and seeding strategies to manager selection and structural risks. With decades of experience allocating capital globally, Stephen shares what it takes to identify a repeatable edge, when to walk away, and why institutional lessons are n...

5 months ago

39 minutes

Stocks Neat

Trading the Tariff Tantrum

Markets are swinging wildly, and policy tweets aren’t helping. In this quarter’s podcast, Chief Investment Officer, Steve Johnson, and Forager International Shares Fund Portfolio Manager, Harvey Migotti, dive into the renewed tariff chaos sparked by Donald Trump’s latest announcements. They explore what it could mean for US exceptionalism, inflation expectations, and global investor sentiment. From the bond market's sharp reaction, to the larger than expected tariffs and broader questions aro...

6 months ago

26 minutes

Stocks Neat

The Rise and Fall of Active Fund Giants: Lessons for Investors

In Episode 34 of Stocks Neat, Chief Investment Officer, Steve Johnson, and Portfolio Manager, Gareth Brown, take a deep dive into the challenges facing active fund management giants Magellan and Platinum, and the lessons for investors seeking long-term outperformance. They unpack what’s gone wrong, the rise of ETFs, and why small-cap opportunities remain a crucial edge for Forager. The discussion explores industry trends, the impact of fund size on performance, and how Forager stays nimble in...

10 months ago

47 minutes

Stocks Neat

Fifteen Years of Forager and that Fifty Basis Point US Rate Cut

As we approach Forager's 15th birthday, in Episode 33 of Stocks Neat, CIO Steve Johnson and Portfolio Manager Gareth Brown dive into the 50bps rate cut in the US and its impact on small-cap stocks. They unpack the latest market moves, spotlight companies like #Motorpoint and #Ferguson poised to benefit from lower rates, and share their strategies amidst ongoing volatility. The discussion explores resilient businesses, the correlation between rate cuts and small-cap outperformance, and ...

1 year ago

33 minutes

Stocks Neat

Riding the Small-Cap Wave: Opportunities Amidst Market Volatility

As we close out the 2024 financial year, in Episode 32 of Stocks Neat, CIO Steve Johnson, and Portfolio Manager Alex Shevelev, do a deep dive into the state of small-cap stocks and the latest market movements. They discuss recent market volatility, spotlight resilient companies with strong recurring revenue, and share their stock-picking strategies. The episode also covers risk management approaches and provides insights on future market trends. Tune in as they discuss current opportuni...

1 year ago

27 minutes

Stocks Neat

Breakfast Burritos and Boom Time Stocks

In episode 31 of Stocks Neat, Portfolio Manager Gareth Brown and CIO Steve Johnson discuss Nvidia’s unprecedented rise, the recent Guzman y Gomez IPO, current investor sentiment and macroeconomic concerns. They examine the future competitive landscape of the AI chip space and Guzman’s plans for global expansion. Moving onto the whiskey tasting, they then test a Glenturret whiskey from the "supposed" oldest distillery in Scotland. The episode also features a discussion of geopolitical risks...

1 year ago

30 minutes

Stocks Neat

Let Your Winners Run: AI, Commodities, and Emerging Markets

In episode 30 of Stocks Neat, Portfolio Manager Harvey Migotti and CIO Steve Johnson discuss recent portfolio performance including which surprise sectors have started contributing in 2024. They cover a wide range of topics including AI related companies, China worries, and overlooked opportunities in sectors such as European financials. The conversation then moves to portfolio management and how changing market perceptions of companies can influence how to know when to let your winners run a...

1 year ago

25 minutes

Stocks Neat

Timeless Tactics: Preparing Your Portfolio for Market Downturns

In episode 29 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss several investing maxims, and how these might apply to portfolio positioning in prior and current markets. Topics covered include cleaning portfolios to include only high conviction ideas, selling when you can, maintaining cash in the portfolio, how to deploy cash in a downturn, and identifying diversity breakdowns that result from cross-sector correlations. Additionally, Gareth and Steve...

1 year ago

34 minutes

Stocks Neat

Price gouging in Australia: Is it happening, what can be done about it, and do investors need to worry?

In episode 28 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss the prospect of price gouging in major Australian industries, the role future Competition Policy has to play, and the potential implications for investors. The topic of competition problems in Australia has garnered increased publicity in recent times, driven by concerns over long-term productivity issues and the more immediate price impact Australian households are experiencing. In this...

1 year ago

28 minutes

Stocks Neat

Fear and FOMO: How to go against the crowd by understanding investing psychology

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. Understanding the psychology of ourselves and others can go a long way to helping us navigate through life. Markets and investing is no different. Understanding this can enable us to avoid biases and regulate emotions to make rational and effective investment decisions. In the episode, Gareth and Steve discuss the work...

1 year ago

31 minutes

Stocks Neat

Wild 2023 market swings: Uranium prices surge to nuclear highs and small caps start to recover

In episode 26 of Stocks Neat Co-Portfolio Manager Harvey Migotti, Analyst Nicholas Plessas and CIO Steve Johnson sit down to discuss the year just passed in markets, most notably a strong rally in uranium and the small cap recovery at the end of 2023. The uranium story grew throughout 2023 with the spot price increasing through the year. This was discussed in detail in Stocks Neat episode 22, where Harvey and Steve explored factors leading to a recovery in this market. Since then, the uraniu...

1 year ago

27 minutes

Stocks Neat

From the Australian Institute of Sport to the NBA: How this Aussie small cap is making a name for itself around the globe

For our holiday edition of Stocks Neat, Alex Shevelev, Portfolio Manager of the Forager Australian Shares Fund, is filling in for Steve and Gareth and he’s joined by a special guest, Will Lopes. Will is the CEO and Managing Director of Catapult (ASX: CAT) which has been an investment of the Australian Shares Fund for a number of years. With origins in the Australian Institute of Sport, CAT has pioneered the sports wearables space and their product is now used by thousands of teams aroun...

1 year ago

24 minutes

Stocks Neat

What our trip to the US and Japan is telling us about the economy: Insights from the road

In the latest episode of Stocks Neat, Steve Johnson and Harvey Migotti discuss what they learned on their recent trip to the US and Japan. Their trip started in Chicago at an industrials conference, which gave the pair a temperature check on what is happening in the US economy. Then, Steve and Harvey visited Tokyo to meet with a few companies undergoing transformational changes in the IT space. Listen to the full episode to get their insights from their recent trip abroad....

1 year ago

27 minutes

Stocks Neat

Why higher rates are good for the world (and which stocks can do well)

In episode 23 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson sit down to discuss the opportunities available for investors in the current interest rate environment, following our CIO Letter, "Reasons to welcome the death of TINA”. In October, yields on US Government 10-year bonds hit 4.98%, a level not seen since the mid-2000s. With rising yields has come weakness in equity markets as investors take advantage of risk-free returns. So does the death of TINA mean disas...

2 years ago

33 minutes

Stocks Neat

Running with the Uranium Bulls

In episode 22 of Stocks Neat, Co-Portfolio Manager Harvey Migotti and CIO Steve Johnson sit down to discuss the growing interest in uranium, with the spot uranium price up almost 10% since the start of August and 27% so far in 2023. It has been a tough period for uranium investors over the last few years, with no new mine supply and rock bottom prices, investment in the sector had fallen to an all-time low. However, due to a number of factors, including the increased acceptance of nuclear en...

2 years ago

25 minutes

Stocks Neat

Magic Pills - How New Weight Loss Drugs are Changing Society and the Stock Market

In the latest episode of Stocks Neat, Steve and Gareth discuss the recent news surrounding the GLP-1 inhibitor drugs taking the world - and stock markets - by storm. Originally used to treat Type-2 diabetes, clinical trials have shown GLP-1 drugs may be highly effective in causing weight loss. While the most common form of the drug requires regular injections, Steve believes that the forthcoming oral version could be a "game changer" for the future of health. But are GLP-1's really a ma...

2 years ago

30 minutes

Stocks Neat

Why the goldilocks economy is great for small caps and the problem with Australian housing policy

In episode 20 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson sit down to explore the global economic outlook, its goldilocks nature, and its implications for investing. Switching from their usual whiskey, Steve and Gareth opt for a coffee as the conversation kicks off with a reflection on the past year's positive investment returns, despite being a year marked by market scepticism and uncertainty. They explore the highlights and lowlights and reiterate an ongoing foc...

2 years ago

29 minutes