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Foord Asset Management Guernsey Ltd
Dave Foord · Asset Manager · Value
Foord Asset Management (Guernsey) Limited is an independent, owner-managed investment boutique that provides premium investment management services to international investors. Part of the broader Foord group founded in 1981 by Dave Foord, the Guernsey entity acts as the global manager and distributor for the firm's suite of international funds. The institution focuses on delivering sustainable, inflation-beating returns through a disciplined process that prioritizes capital preservation and the proactive management of risk. Based in St Peter Port, the firm leverages a global research platform to manage multi-asset and equity portfolios for a diverse range of institutional and individual clients, emphasizing long-term wealth creation through various market cycles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.9% |
| YTD return | +7.4% |
| Sharpe ratio | 3.48 |
| Win rate | 56% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.foord.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 17.3% | +46.9% |
| SSEZY | SSE PLC ADR | 12.5% | 0.0% |
| GOOGL | Alphabet Inc Class A | 9.6% | +36.0% |
| BABA | Alibaba Group Holding Ltd | 9.2% | -34.0% |
| APD | Air Products and Chemicals Inc | 7.4% | +3.1% |
| JD | JD.com Inc Adr | 6.2% | -19.8% |
| FCX | Freeport-McMoran Copper & Gold Inc | 6.0% | +73.4% |
| MSFT | Microsoft Corporation | 5.0% | +0.5% |
| TTE | TotalEnergies SE ADR | 3.7% | +47.2% |
| U | Unity Software Inc | 3.6% | +50.5% |
| PWR | Quanta Services Inc | 2.8% | +43.5% |
| WSE | Wise Group plc Class A Ordinary Shares | 2.6% | +3.4% |
| EPAM | EPAM Systems Inc | 2.3% | +21.9% |
| CSX | CSX Corporation | 1.9% | +27.0% |
| OXY | Occidental Petroleum Corporation | 1.9% | +19.1% |
| BRK-A | Berkshire Hathaway Inc | 1.8% | +0.9% |
| SE | Sea Ltd | 1.8% | -33.8% |
| SPOT | Spotify Technology SA | 1.6% | -19.7% |
| BOLSY | B3 S.A. - Brasil Bolsa Balcão | 1.5% | 0.0% |
| BIDU | Baidu Inc | 1.3% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | BABA | 8.8% → 9.2% |
| Sep 21, 2026 | BUY | BIDU | 0.0% → 1.3% |
| Sep 21, 2026 | BUY | GOOGL | 9.1% → 9.6% |
| Sep 21, 2026 | BUY | JD | 6.2% → 6.2% |
| Sep 21, 2026 | SELL | BOLSY | 1.5% → 1.5% |
Investment Style Analysis
Foord Asset Management Guernsey Ltd is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Foord Asset Management Guernsey Ltd made a significant move by reducing the position in BABA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Foord’s investment philosophy is built on the core belief that risk management is the essence of investment management. They employ a fundamental, bottom-up research process to identify companies with sustainable earnings, believing that stock prices ultimately follow corporate earnings growth over time. The firm adopts a 'safety first' approach, seeking asymmetric risk-reward opportunities that protect capital during market downturns while capturing upside in growing markets. By taking a forward-looking view and consciously avoiding market sentiment, they build concentrated, high-conviction portfolios designed to achieve superior risk-adjusted returns over rolling five-year periods.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Foord Asset Management Guernsey Ltd.
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Frequently asked questions
How is the simulated portfolio for Foord Asset Management Guernsey Ltd constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Foord Asset Management Guernsey Ltd's largest holding?
As of the latest filing, Foord Asset Management Guernsey Ltd's top position is Taiwan Semiconductor Manufacturing (TSM), representing 17.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Foord Asset Management Guernsey Ltd's historical performance and risk profile?
Our simulation indicates a total return of +10.9% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 3.48, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Foord Asset Management Guernsey Ltd primarily invest in?
Foord Asset Management Guernsey Ltd has a strong preference for the Semiconductors sector, which makes up 17.3% of their disclosed assets. The portfolio also has exposure to Internet Retail, indicating a specific thematic focus.
Is Foord Asset Management Guernsey Ltd's portfolio concentrated or diversified?
Foord Asset Management Guernsey Ltd runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 39.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Foord Asset Management Guernsey Ltd performed in 2026?
Our AI-simulated model portfolio for Foord Asset Management Guernsey Ltd tracks a Year-to-Date (YTD) return of +7.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Dave Foord manage Foord Asset Management Guernsey Ltd directly?
Yes, Dave Foord serves as the key portfolio manager for Foord Asset Management Guernsey Ltd, overseeing the investment strategy and final capital allocation decisions.