Navigating ESG Investing and Reporting Standards

Foord’s ethical mindset has shaped not only how we look after the firm and investors but also how we invest. In this podcast, portfolio manager Brian Arcese addresses the reporting standards of ESG.

Safety First

Foord has often described itself as a ‘safety-first’ fund manager. But what does this mean in the context of investment returns and the stage of the market cycle? PAUL CLUER revisits the concept.

Markets in a nutshell - January 2022

January was a stark reminder to investors that risks abound. Developed market equities fell sharply and volatility spiked as investors reacted to hawkish signs from the US Federal Reserve portending an unexpectedly fast rise in interest rates to reign in surging inflation. US bourses led the declines given lofty valuations, with the long duration FANG Index falling most. Emerging markets outperformed owing to more moderate declines from Chinese equities and Brazilian shares posted double-digit gains in part on surging iron ore prices.

Foord Investment Process

In this podcast, Portfolio Manager Ishreth Hassen explains Foord's diverse and multi-faceted investment framework.

Foord Investment Philosophy

In this podcast, Portfolio Manager Brian Arcese explains how ‘finding value’ and ‘managing risk’ are shining lights that guide our investment decisions.

THE YEAR IN REVIEW — And what’s in store

Last year kicked off optimistically with the pandemic-stained ‘annus horribilis’ of 2020 left behind. Behind this mini psychological victory there were other reasons for early optimism. NICK CURTIN writes about the year that was and what could be in store for investors in 2022.

THE YEAR IN REVIEW — And what’s in store

Foord's multiple-counsellor system

"If everyone’s thinking the same, then no one is thinking.” At Foord we believe in the multiple-counsellor system – a portfolio management approach that encourages individual thinking and diversification of ideas. In this podcast Dave Foord discusses how and why it works so well at Foord.

Foreword | Issue 60 | 4th Quarter 2021

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Markets In A Nutshell - January 2022