Asset Management and Investment Managers

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}

INSIGHTS

Markets In A Nutshell — For February 2025

Investors appeared to fall out of love with US tech this February and the US stock market flashed warning signs as post-election investor optimism clashed with some harsh economic and geopolitical realities. The Magnificent Seven started to sputter, weak data fuelled fears of US economic slowdown, President Trump barrelled ahead with heavy tariffs and Europe was left reeling from Trump’s rapprochement with Russia.

READ HERE

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…

Listen now

13 Jan 2025

MARKETS IN A NUTSHELL — FOR DECEMBER 2024

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from December. Linda explains the pullback in global equities and bonds, the Fed’s rate cuts, sector trends…

Listen now

Investments

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}

ABOUT FOORD

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.

INVESTMENT APPROACH

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.

FOORD GLOBAL FUNDS

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.

COMMUNITY INVESTMENT

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.

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Using rand returns of Foord’s best investment view South African funds. ? In calculating the current value of your hypothetical investment, we have applied the returns of Foord Asset Management’s retirement fund track record from 1 January 1990 to 31 March 2008 (gross of fees) combined with the net returns of the Foord Flexible Fund of Funds from 1 April 2008. Any information provided is not intended nor does it constitute financial, tax, legal, investment, or other type of advice, and the suitability or potential value of any information or particular investment source is not guaranteed. Performance may be affected by changes in the market or economic conditions and legal, regulatory and tax requirements. Distributions may be subject to mandatory withholding taxes. Foord does not provide any guarantee either with respect to the capital or the performance return of investments.

Using US dollar returns of Foord’s best investment view global fund. ? In calculating the current value of your investment, we have applied the long-term returns of the Foord International Trust. These returns are calculated net of fees. Past performance is no guarantee of future performance. Foord Asset Management (Singapore) Pte. Limited disclaims any liability for any loss, liability, or damages (whether direct or consequential) of any nature whatsoever that may be suffered as a result of, or which may be attributable, directly or indirectly to the use of or reliance upon the information provided.

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The annualised return is the effective annual percentage return achieved over the term of the investment. Results for an investment term of less than one year should be treated with caution.

UNIT TRUSTS

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}

UNIT TRUSTS

INSIGHTS

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.

EXPLORE

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}