Videos
04 Aug 2022
Asian middle-class consumer
There are many investment themes within our portfolios at Foord, each works under different environments and helps us construct all weather portfolios to generate the best risk-adjusted returns for the long-term.…
04 Aug 2022
Macro thoughts and positioning
In this video, Brian Arcese discusses the number of contributors to the inflationary tailwinds and how markets are affected. He touches on which markets are attractive and the conservative positioning of the Foord…
04 Aug 2022
Foord's approach to Portfolio Construction
Foord has two key attributes that help navigate the environment and remain focussed on long-term value creation. One is our multi-councellor approach. The other is portfolio construction as a risk management tool.…
03 Aug 2022
Foord Asia Ex Japan Fund Q2 2022 Commentary
The Foord Asia Ex-Japan Fund outperformed the Asian market in another volatile quarter. Portfolio JC Xue discusses in his Q2 2022 Commentary.
03 Aug 2022
Foord International Fund Q2 2022 Commentary
Portfolio Manager, Brian Arcese gives an update on the Foord International Fund which outperformed global markets in another volatile quarter.
01 Aug 2022
Foord Global Equity Fund Q2 2022 Commentary
Ishreth Hassen, Portfolio Manager of the Foord Global Equity Fund gives an update on the fund for the second quarter of 2022.
25 Jul 2022
SA Politics — implications of recent voting trends
Portfolio manager Nancy Hossack talks recent voting trends and the implications of potential outcomes with Linda Eedes.
14 Jul 2022
Foord Asset Management — Multi-asset Class Views
Linda Eedes talks to portfolio manager, Nick Balkin about Foord's Multi-asset Class views.
14 Jul 2022
Foord Equity Fund: What are the stocks and themes impacting Foord's thinking
Linda Eedes talks to Wim Murray about the Foord Equity Fund and its portfolio positioning and views going forward.
25 May 2022
How does Foord manage risk in the Foord Flexible Fund?
Dave Foord discusses how diversification is used to manage risk in the Foord Flexible Fund.
25 May 2022
What hedging strategies are employed in the Foord Flexible Fund especially on currency risk?
Dave Foord discusses what hedging strategies are employed in the Foord Flexible Fund, especially on currency risk.
25 May 2022
Explain the Foord Flexible Fund's seemingly high current equity weight of 75%
The amount of equity holding in the Foord Flexible Fund may appear very high, Dave Foord explains the reasoning behind this.