Forager
Forager Australian Shares Fund
Aug 2026 → Oct 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 14 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Forager for every strategy.
Performance
as of Oct 31, 2026 · net of fees · AUD
- 1Y−24.3%index −14.4%
- 3Y · /yr+12.2%index +10.0%
- 5Y · /yr+1.3%index +0.6%
- 10Y · /yr+5.4%index +5.9%
- Inception · /yr+9.2%index +4.4%
Index: Small Ordinaries Accumulation Index
| 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Forager Australian Shares Fund | −24.3% | +12.2% | +1.3% | +5.4% | +9.2% |
| Small Ordinaries Accumulation Index | −14.4% | +10.0% | +0.6% | +5.9% | +4.4% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Oct 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
Its investment theses
- Tuas LtdOct 2026Tuas owns Singaporean challenger telco Simba Telecom, whose regulatory show-cause notice over unauthorised spectrum use has sharply hit its share price.
- OFX Group LtdOct 2026OFX Group is a foreign exchange company whose takeover discussions continue, and the manager believes it owns valuable assets that will be sold to a buyer who can make the most of them.