INVESTMENT STEWARDSHIP SINCE 1981
Foord Asset Management offers a premium, safety-first investment management service to long-term investors in investment funds and tailor made portfolios.
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
Markets in a nutshell — December 2021
Global equities were buoyed by signs that the highly transmissible Omicron COVID-19 variant appears to be substantially less virulent than previous variants. Optimistic investors rotated back into more cyclical European markets, despite lockdowns across several EU countries while the tech-heavy US market underperformed.
07 Jan 2022
Markets in a nutshell — December 2021
Global equities were buoyed by signs that the highly transmissible Omicron COVID-19 variant appears to be substantially less virulent than previous variants. Optimistic investors rotated back into more cyclical…
15 Dec 2021
Small and mid caps — big opportunities
The small and mid-capitalisation sectors have been happy hunting grounds for Foord’s investment team over the decades. Portfolio manager MIKE TOWNSHEND explores the risks of investing in these less familiar stocks.