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Podcast: Foord Asset Management
Episode: Foord Insights | Are South African Equities Worth Investing In Times Of Low Economic Growth?
Description: 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