contrarian investing

10 years into a bull market, and with most major indices showing triple-digit percentage gains from their lows, finding value is tough. Compounding the challenges,...

As the GFC started to unfold, Real Estate Investment Trusts (REITs) quickly fell in value, from a generous premium to just 75% of their book value. Allan Gray saw a...

The idea generation part of an investment process is something that get's a lot less attention than it deserves. At Forager Funds, we have a clearly defined process...