INVESTMENT STEWARDSHIP SINCE 1981
As an owner-managed investment boutique, we are steadfast in our objective to safely produce inflation-beating, long-term returns for our investors across market cycles.
— Nick Balkin, Chief Investment Officer
MARKETS IN A NUTSHELL — FOR JANUARY 2024
January marked the beginning of a new year, but it did not herald a change in stock market momentum. US equity markets continued to defy gravity and the US S&P 500 Index again made new highs. Meanwhile, the Hang Seng Index in Hong Kong slumped further towards levels last seen 20 years ago.
11 Feb 2024
Quarterly Conversations Q4 2003 I Foord Fixed Income Fund
Linda Eedes talks to portfolio managers Farzana Bayat and Rashaad Tayob about how Foord’s fixed income funds performed in Q4 2023, what’s happening in the market and how Foord is positioned going forward.
11 Feb 2024
Quarterly Conversations Q4 2023 I Foord Equity Fund
Linda Eedes talks to portfolio manager Wim Murray about how Foord’s equity strategies have performed, what’s happening in the market and how Foord is positioned going forward.
INVESTING FOR THE LONG TERM
“A 40-year track record of successful investing evidences our capacity to consistently deliver superior investment returns for a range of investment strategies.”
- Nancy Hossack, Portfolio Manager
WE PLACE INVESTORS’ INTERESTS FIRST
Foord is an independent and owner-managed boutique built on the principles of investment stewardship. A multi-decade track record of successful investing evidences our capacity to consistently deliver superior investment returns for a range of investment strategies.
MANAGING RISK IS WHAT WE REALLY DO
We construct diversified investment portfolios based on rigorous fundamental research, high conviction ideas and an adaptable, value-driven investment policy.
US DOLLAR FUNDS DOMICILED IN LUXEMBOURG AND SINGAPORE
The Ford global funds offer investors access to two US dollar denominated investment strategies managed by Ford's global team based in Singapore and Guernsey.
INVESTING IN THE LEADERS OF TOMORROW
At Foord we are mindful of the wellbeing of the communities in which we operate. We aim to invest in the leaders of tomorrow by supporting a variety of educational initiatives.
What if you had invested with us in the past?
Experience the compounding phenomenon of a sustained, long-term investment with Foord.
Focused fund range
“Foord manages an exclusive portfolio of unit trusts designed to satisfy the investment requirements of most investors. While each fund has a specific investment focus, they all share our investment philosophy.”
- Arlene Thompson, Investor Relationship Manager: Direct Investors
TEACH YOUR CHILD TO INVEST
Foord is passionate about teaching children (and their parents) the importance of investing for the long term. More than enough and Little by little are the first in a planned series of beautiful picture books to teach children the basic concepts of investing. It forms part of Foord's financial literacy initiative.
As long-term investors, sustainable income streams are fundamental to Foord’s investment philosophy. Accordingly, we bring an acute awareness of environmental, social and governance factors to the stock selection process.
“At Foord, we look through all the falsehoods and try to do justice to the spirit of sustainable investment objectives.”
- Dave Foord, Chief Investment Officer