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 MAY 2024
Investors continued to chase rainbows in May, powering world stock markets to a 4.1% gain. In the US, the leading stock indices again made new highs. The ‘Fantastic Four’ — Nvidia, Apple, Microsoft and Alphabet — accounted for more than half of the S&P 500 return. Despite the bullishness, recent US data suggests some economic weakness. Growth was slower as consumers eased up on spending, while job creation fell.
26 Jun 2024
How Foord is Positioned for a Shrinking JSE
In this episode, investment professional Linda Eedes sits down with Nick Balkin, Chief Investment Officer in South Africa, to discuss the shrinking JSE and how Foord is adapting its position accordingly.
26 Jun 2024
Unpacking the Implications and Implementation of NHI
Investment professional Linda Eedes came together with investment analyst Dhersan Chetty to discuss the recent National Health Insurance bill signed into law by President Ramaphosa. They uncover the promises and…
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 Ford global funds offer investors access to two US dollar denominated investment strategies managed by Ford'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