Foreword | Issue 62 | 2nd Quarter 2022
DID YOU KNOW? STOCK KEEPING UNITS
Stock keeping units (SKUs) are unique identifiers for each product item and are used to manage inventory. They are often eight alpha-numeric digits but could conceivably comprise any unique code system.
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WE’RE GOING ON A BEAR HUNT
Michael Rosen’s award-winning children’s book We’re Going on a Bear Hunt tells the story of five children who venture out to hunt a bear. In this article, investment executive LINDA EEDES tells the story of Foord’s fund managers venturing out to hunt a bear market.
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RETAIL – FEELING THE PINCH
Rising food and energy prices due to Russia’s invasion of Ukraine are compounding other inflationary pressures. Equity analyst DHERSAN CHETTY writes about how rising food inflation and rising interest rates are headwinds for consumers and food manufacturers alike in South Africa.
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POLITICS AND PROCESS
The political environment is top of mind for most South Africans. Portfolio manager NANCY HOSSACK explains how Foord looks at voting trends to assess future political outcomes as part of Foord’s forward-looking investment process.
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NEW FACES
Foord has always taken a forward-thinking approach to its multi-generational investment team. We are pleased to announce the appointment of two senior portfolio managers in Rashaad Tayob and Farzana Bayat. We expect them to contribute meaningfully to the success of the investment boutique’s various investment strategies and to thereby add value to investors.
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MARKETS IN A NUTSHELL
We summarise the market movements for the latest quarter.
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