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ForewordISSUE 40
4TH QUARTER 2016

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35 Years of Investment Stewardship

For many investors, Foord Asset Management is perceived as a relatively new kid on the block in the investment industry. Few investors know that Foord & Meintjes, as the company was originally known, was founded by Dave Foord and Liston Meintjes in October 1981.

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The Year in Review

The Year in Review

2016 was a tumultuous year for many of us in South Africa and around the world. In this article, NICK CURTIN describes some of the major events and market outcomes of the past year and gives them some historical perspective.

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The Year Ahead

The Year Ahead

At the Meet the Team investor functions in November, MIKE SOEKOE discussed Foord’s outlook for investment markets in 2017. Mike’s presentation focused on capital preservation, as well as the effect of uncertainty and extreme volatility on investors' decisions. This article is an overview of his presentation.

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The First Rule of Investing:<br/>Capital Preservation

The First Rule of Investing:
Capital Preservation

In last quarter’s Foreword (Issue 39), Paul Cluer addressed the issue of lower future returns, noting that “for now, Foord’s portfolio managers are in capital preservation mode.” SIHLE LUKHELE takes a closer look at this concept and what it means for investor portfolios.

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Consolidation of Offshore Service Providers

Consolidation of Offshore Service Providers

Foord Asset Management employs different administrators in various jurisdictions to support its offshore investment funds. PAUL CLUER reports on the 2017 initiative to consolidate these service providers.

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Multiple-Counsellor Update

Foord's multiple-counsellor system allocates the management of each portfolio to two or more portfolio managers. The firm annually reviews the optimality of the manager complement, taking into account the skill set available and capacity of individual managers.

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Markets in a Nutshell

We summarise the market movements for the latest quarter.

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