EPISODE · Jun 19, 2024 · 11 MIN
Foord Insights | Are South African Equities Worth Investing In Times Of Low Economic Growth?
from Foord Asset Management · host Foord Asset Management
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
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Foord Insights | Are South African Equities Worth Investing In Times Of Low Economic Growth?
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