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05 Mar 2018

Dave Foord Presentation

Dave Foord presented at Foord’s biannual Mind of the Manager roadshow for financial advisors. The presentation was themed on the imminent 10th anniversary of Foord’s flagship best investment view SA fund, the Foord Flexible Fund.

The presentation provided a good opportunity to:

  • Review the investment performance of Foord’s most established SA funds
  • Discuss Foord’s relative underperformance last year, including the Steinhoff loss, in the context of Foord’s long-term track record
  • Review Foord’s investment strategy considering SA political developments late last quarter and early this year
  • Present the Foord Flexible Fund’s 10-year performance relative to its benchmark and returns of more constrained mandates
  • Highlight the excellent performance of the Foord International and Foord Global Equity Funds, two important building blocks of the Foord Flexible Fund
  • Consider investment opportunities and risks in the ensuing decade
  • Summarise the fund’s current portfolio positioning.

To view the presentation click here: Mind of the Manager 2018

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