Insignia Financial Ltd

• FF Forager Funds Management Australian Shares Fund Monthly Report September 2023 ↗ Forager Australian Shares Fund fully exited Qantas and Seven Group on valuation grounds, collected the first capital return from PointsBet, and used the resulting cash to initiate ResMed, EQT Holdings and Tyro. It argues that concerns over GLP-1 weight-loss drugs have created an attractive ResMed entry point, while EQT and Tyro offer recurring revenues and improving earnings potential. September 2023 RMD $33BEQT $33BTYR $245M

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