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
Share this on:
Foord produces a wealth of podcast and video content that is available on these platforms:
Insights
24 Jul 2026
Markets in a Nutshell — AI Mania, Inflation and the real test for investors
In this month’s Markets in a Nutshell, Linda Eedes explores why valuation discipline, inflation resilience and portfolio diversification still matter.
24 Jul 2026
AI: Opportunity with Caution
In our latest podcast, AI: Opportunity with Caution, Brian Arcese speaks to JC Xue about where we may be in the AI investment cycle - exploring why AI remains a compelling long-term opportunity, what growing market…