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Name | Title | Since | Until |
---|---|---|---|
Jing Cong (JC) Xue | - | 2020 | Now |
Biography | B Bus in Finance. JC joined Foord in 2017 as an analyst. December 2020 JC was promoted to portfolio manager. As an analyst covers global technology, online retail and transports. Prior to joining Foord, JC worked at Temasek Holdings as senior associate on the transportation and logistics team. | ||
Ishreth Hassen | - | 2015 | Now |
Biography | B Sc (Hons in Economics). Ishreth joined Foord in 2014 as a portfolio manager and has over 10 years of investment experience. Ishreth is also the lead analyst covering the technology sector along with certain sub-industries within the consumer discretionary sector. Prior to joining Foord, Ishreth worked at the Legatum Group, one of the most successful deep value and emerging market family offices. | ||
Brian Arcese | Co-Founder | 2014 | Now |
Biography | B Arts in Economics, CFA. Brian joined Foord in 2014 as a portfolio manager and he is also the primary analyst responsible for the health care sector and aerospace and defence. Prior to joining Foord, Brian was instrumental in the development, management, and growth of Morgan Stanley’s flagship international equity product. | ||
Dave Foord | - | 2014 | 2023 |
Biography | After completing his articles, Dave joined Old Mutual as an investment analyst and thereafter joined National Mutual of Australasia in the role of Investment Manager. He founded Foord Asset Management in 1981. In the three decades under Dave’s leadership, Foord has grown into a leading independent investment boutique in South Africa with a strong investment track record. Dave holds a B.Com degree and is a Chartered Accountant. | ||
Guy Shirtliff | - | 2014 | 2019 |
Nicholas Balkin | Portfolio Manager | 2014 | 2016 |
Biography | B Com (Hons), Finance, CFA. Nick joined Foord in 2006 as an equity analyst and has over 15 years’ experience in financial markets. Today he manages both domestic equity and balanced fund mandates and was appointed Chief Investment Officer for Foord South Africa as of January 2023. Prior to joining Foord, Nick worked at a global management consultancy. | ||
Vincent Ee | - | 2014 | 2015 |
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