Forager Funds

In our most recent webinar, Steve Johnson, Gareth Brown and Alex Shevelev discuss avoiding speculative madness, the importance of staying invested and at the same time, holding cash when necessary. You can listen to the full webinar at the bottom of this article or fast forward to the relevant area... Show More

Richard Coppleson

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are worth being aware of, before then discussing the main 15 "Positive" Profit Warnings in 2017. Show More

Livewire Exclusive

Investors have been questioning how to approach the market, given lofty valuations and elevated risk. With this backdrop, Livewire posed some questions on this issue to Steve Johnson, Tim Kelley, and Alex Pollak, starting with: “What channels generated your best investment ideas in the last 12 months, and what themes... Show More

Buy Hold Sell

This week, Matthew Kidman of Centennial Asset Management runs 4 small cap diversified financials - Pioneer Credit, Steadfast, Clearview, and Freedom Insurance - past Mark Whittaker of Investors Mutual and Joe Magyer of Lakehouse Capital. Show More

Ron Shamgar

In the search for value, we are always on the lookout for companies that are either undiscovered, overlooked or just misunderstood by the market. Over the last few months we shared with Livewire readers our investment thesis in Freedom Insurance Group (FIG) and Mcpherson's Limited (MCP). Another core holding in... Show More