
Sign up to save your podcasts
Or


Despite a stagnant economic backdrop, discover how Foord’s equity fund has thrived through strategic stock selection and a balanced portfolio of multinational and local companies. Learn about identifying high-quality companies, assessing management teams and spotting structural growth opportunities.
(00:11) - Introduction to South African Equity
(00:57) - Top down and bottom up approach to stock selection and valuation
(01:25) - Identifying quality companies
(03:52) - Assessing management teams
(08:24) - Finding growth in industries independent of overall economy
By Foord Asset ManagementDespite a stagnant economic backdrop, discover how Foord’s equity fund has thrived through strategic stock selection and a balanced portfolio of multinational and local companies. Learn about identifying high-quality companies, assessing management teams and spotting structural growth opportunities.
(00:11) - Introduction to South African Equity
(00:57) - Top down and bottom up approach to stock selection and valuation
(01:25) - Identifying quality companies
(03:52) - Assessing management teams
(08:24) - Finding growth in industries independent of overall economy