Insights
18 Jul 2018
FIFA World Cup Musings
The 2018 FIFA World Cup in Russia has just successfully concluded. Like most people, I was sceptical of the TV referee introduction. But it has been a success. At first, there were lots of stoppages for key…
05 Mar 2018
Dave Foord Presentation
Dave Foord presented at Foord’s biannual Mind of the Manager roadshow for financial advisors. The presentation was themed on the imminent 10th anniversary of Foord’s flagship best investment view SA fund, the Foord…
07 Feb 2018
Portfolio Management Team Update
Foord’s multiple-counsellor system allocates the management of each investment portfolio to two or more portfolio managers. The firm annually reviews the optimal fund manager complement, considering the skill set…
30 Jan 2018
The Year In Review
Politics has always impacted financial market outcomes, but in 2017 the effects were particularly acute. This dynamic was not isolated to any specific region but was manifest across the globe, perhaps indicating an…
11 Dec 2017
Steinhoff Allocation In Foord Investor Portfolios
The resignation of Markus Jooste as CEO of Steinhoff, disclosure of potential accounting irregularities and delay in the publication of Steinhoff's audited financial year-end results caused a calamitous fall in the…
11 Aug 2017
A Long-Term View Of The Rand
We are frequently asked, “Where do you see the rand going?” The question is valid because investors wish to preserve and grow their investments in rand and dollar terms, an attainable long-term objective. WILLIAM…