Forager: is it time for a look at retail shares?


Companies and indices mentioned:
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Forager Fund Management Chief Investment Officer Steve Johnson and International Shares Fund Analyst Chloe Stokes recently got together (remotely) to talk retail shares.

Watch the following video analysis of the analysts discussing the COVID-19 market crash, how the Forager’s retail holdings have fared and the outlook for Ulta Beauty (NASDAQ: ULTA) and Hallenstein Glasson Holdings (NZE: HLG).

This video should be viewed in conjunction with the Forager Funds quarterly report, which can found at the following link: Managing through a market meltdown

Otherwise, you can subscribe to the Forager Funds YouTube channel by clicking here.

 


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Forager Funds

Forager Funds

Steve Johnson is Forager’s Chief Investment Officer. He has a Bachelor of Commerce (Econometrics and Finance) from the University of New South Wales and is a CFA® charterholder. He enjoys marathon running in his spare time and lives with his wife in Sydney, Australia. Steve has a monthly column in the Australian Financial Review and regularly appears on Sky Business, the ABC and CNBC. Click here to visit the Forager Funds website.