Foreword | Issue 59 | 3rd Quarter 2021
DID YOU KNOW — FOORD TURNS 40
Foord opened its doors for business on 1 October 1981 in Market House, Greenmarket Square. Then known as Foord & Meintjes, founders Dave Foord and Liston Meintjes were joined by receptionist Loretta Macleod (retired 2020). The company became Foord Asset Management in 2001, after Liston’s emigration.
CHINA — REGULATING FOR CHANGE
Recent Chinese regulatory initiatives across high-profile industries have spooked global investors. Foord Singapore portfolio manager JC XUE discusses the changes and what they mean for the China investment thesis.
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STAYING THE COURSE
“When adversity strikes, that's when you have to be the most calm. Take a step back, stay strong, stay grounded and press on.” — LL Cool J. Portfolio manager NANCY HOSSACK revisits the thesis that share volatility is opportunity and not risk.
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SMALL AND MID CAPS - BIG OPPORTUNITIES
The small and mid-capitalisation sectors have been happy hunting grounds for Foord’s investment team over the decades. Portfolio manager MIKE TOWNSHEND explores the risks of investing in these less familiar stocks.
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CYBERTHEFT IS REAL - BE VIGILANT
Long gone are the days of lax home security arrangements. We now lock doors, secure walls with electric fencing and maintain complex alarm systems linked to armed response. Foord’s operations manager DIANE BEHR says that we must similarly adapt our online security to the soaring risks of theft from electronic intruders.
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NEW ANALYSTS AT FOORD
Foord recently welcomed three new analysts to the investment team, bringing with them a fresh blend experience and expertise.
MARKETS IN A NUTSHELL
We summarise the market movements for the latest quarter.