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08 Feb 2024

Quarterly Conversations Q4 2023 I Foord Asia ex-Japan Fund

Portfolio managers Brian Arcese and JC Xue provide an update on the fund’s performance through Q4 2023 and how Foord Asset Management navigates complex market conditions.

The material in this podcast is provided for information purposes and does not constitute financial advice. Past performance is not necessarily a guide to future performance, and the value of investments may go up or down. For more information about our fund range and our terms and conditions, please visit Foord's website at www.foord.co.za

Insights

22 May 2024

Navigating ESG Complexities in the Real World — South Africa's Looming Gas Crisis

After Eskom, Sasol is South Africa’s second-biggest polluter of greenhouse gases. The petrochemical giant faces mounting Environmental, Social and Governance (ESG) pressures to improve its greenhouse gas emissions.…

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22 May 2024

Unlocking Opportunities in SA Inc. Counters

Investing in ‘SA Inc.’ companies can seem daunting, given the country’s many economic headwinds. Economic growth has been paltry for the last decade and government debt has ratcheted to its highest levels in…

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