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 March 2025
The US took centre stage again in March — but for all the wrong reasons. Instead of being the engine of global optimism, America became the main source of investor anxiety. Wall Street fell sharply, with the S&P 500 down nearly 6%; dragged lower by tariff talk, recession worries, and an unpredictable policy backdrop under President Trump. Since Trump's return to office, US stocks have dropped almost 20% — the worst start to a presidential term in decades.
05 Mar 2025
MARKETS IN A NUTSHELL — FOR FEBRUARY 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from February. This month, she explores how the US market is losing momentum, with Big Tech struggling,…
19 Feb 2025
MARKETS IN A NUTSHELL — FOR JANUARY 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from January. Linda explains the factors that helped Europe take the lead in equity performance and how…
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 Foord global funds offer investors access to two US dollar denominated investment strategies managed by Foord'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.
SUSTAINABLE INVESTING
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