Videos
07 Mar 2022
INVESTMENT RETURNS IN SLUGGISH GROWTH MARKETS
Is it possible to generate portfolio growth even when there is no economic growth in a country? Portfolio Manager Nick Balkin discusses.
07 Mar 2022
GOOD PROGNOSIS FOR HOSPITAL STOCKS
In this podcast Equity Analyst Dhersan Chetty discusses a developing trend – greater awareness of and need for medical aid cover.
24 Feb 2022
NEWDIGATE INSIGHTS: IN CONVERSATION WITH DAVE FOORD – PART 1
In this podcast Dave Foord shares his thoughts on surviving the industry for over 40 years with Justin Newdigate.
24 Feb 2022
NEWDIGATE INSIGHTS: IN CONVERSATION WITH DAVE FOORD – PART 2
In this podcast Dave Foord discusses how to finish first, the importance of knowing yourself and the discomfort of being right with Justin Newdigate.
08 Feb 2022
Navigating ESG Investing and Reporting Standards
Foord’s ethical mindset has shaped not only how we look after the firm and investors but also how we invest. In this podcast, portfolio manager Brian Arcese addresses the reporting standards of ESG.
01 Feb 2022
Foord Investment Process
In this podcast, Portfolio Manager Ishreth Hassen explains Foord's diverse and multi-faceted investment framework.
01 Feb 2022
Foord Investment Philosophy
In this podcast, Portfolio Manager Brian Arcese explains how ‘finding value’ and ‘managing risk’ are shining lights that guide our investment decisions.
19 Jan 2022
Foord's multiple-counsellor system
"If everyone’s thinking the same, then no one is thinking.” At Foord we believe in the multiple-counsellor system – a portfolio management approach that encourages individual thinking and diversification of ideas.…
08 Dec 2021
The commodity theme
Commodity prices are rising and likely to rise faster than the level of inflation going forward. In this podcast Dave Foord discusses Foord’s interest in new commodities such as copper.
08 Dec 2021
Gold, cash and liquidity
Gold is a hedge against the risk of systemic failure. Dave Foord discusses gold, cash and liquidity.
01 Dec 2021
Forward thinking with Dr Parag Khanna
Asian geopolitical risks are rising with China flexing its military muscle and implementing sweeping reforms enabled by its centralised, command economy. China is the region’s largest and most populous economy, but…
24 Nov 2021
The Case for Commodities
Foord portfolio manager, Ishreth Hassen, discusses the case for commodities.