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Latest News From Foord

MORNINGSTAR AWARD - 4TH YEAR IN A ROW

02
Mar

Foord was awarded Best Fund House – Smaller Fund Range at the Morningstar Awards held in Cape Town on 1 March 2017. This is the fourth year in a row that Foord has won this award, a pleasing testament to Foord’s focus on investing through investment cycles. Morningstar’s methodology emphasises one-year risk adjusted returns, but funds must also have delivered compelling three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.

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THE FIRST AND FOREMOST RULE OF INVESTING: CAPITAL PRESERVATION

03
Feb

Benjamin Graham, the father of value investing, defined an investment operation as “one which, upon thorough analysis, promises safety of principal and an adequate return.” Graham’s concept of safety of principal could easily have been expressed as “capital preservation,” one of the first and foremost rules of investing.

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THE YEAR AHEAD

19
Jan

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 YEAR IN REVIEW

09
Jan

It may be trite to state that 2016 was an eventful year for all of us in South Africa and around the world. 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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HOW MANY LOCAL EQUITY FUNDS HAVE CONSISTENTLY BEATEN AN INDEX FUND?

28
Jul

Over the last ten years, which active managers have delivered consistent performance?

As noted on Moneyweb earlier this week, there are a number of reasons why effective active management is possible. There are good reasons why skilled fund managers can outperform the market.

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