FGI
Foresight Global Investors Inc. Portfolio
Invests via Foresight Global Investors Inc. | Managed by Ajay Mehra, Anthony Sotirhos
Invests via Foresight Global Investors Inc.
Managed by Ajay Mehra, Anthony Sotirhos
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Company Profile
Foresight Global Investors Inc. operates as a strategic asset manager, specializing in emerging market opportunities and innovative financial solutions. With an emphasis on creating value through deep industry insights and strong analytical frameworks, the firm serves a diverse clientele, including institutional investors and high-net-worth individuals. Its proactive approach in identifying growth sectors positions it as a leader within capital markets, facilitating investment strategies that align with evolving global trends. The firm’s extensive research capabilities enable it to deliver tailored advice and robust portfolios that meet the unique needs of its clients while navigating complex market dynamics.
Foresight Global Investors Inc. operates as a strategic asset manager, specializing in emerging market opportunities and innovative financial solutions. With an emphasis on creating value through deep industry insights and strong analytical frameworks, the firm serves a diverse clientele, including institutional investors and high-net-worth individuals. Its proactive approach in identifying growth sectors positions it as a leader within capital markets, facilitating investment strategies that align with evolving global trends. The firm’s extensive research capabilities enable it to deliver tailored advice and robust portfolios that meet the unique needs of its clients while navigating complex market dynamics.
Investment Philosophy & Strategy
Amidst the complexities of global financial landscapes, Foresight Global Investors Inc. capitalizes on innovative investment methodologies to harness opportunities in emerging markets. The firm prioritizes a thorough examination of macroeconomic trends and sectoral dynamics, identifying fertile ground for growth while maintaining an adaptable approach to strategy execution. By emphasizing agility in response to shifting market conditions, it positions itself as a proactive participant that seeks long-term value creation rather than short-term gains. This commitment to understanding unique market drivers empowers effective portfolio management tailored specifically for each client's objectives.
Amidst the complexities of global financial landscapes, Foresight Global Investors Inc. capitalizes on innovative investment methodologies to harness opportunities in emerging markets. The firm prioritizes a thorough examination of macroeconomic trends and sectoral dynamics, identifying fertile ground for growth while maintaining an adaptable approach to strategy execution. By emphasizing agility in response to shifting market conditions, it positions itself as a proactive participant that seeks long-term value creation rather than short-term gains. This commitment to understanding unique market drivers empowers effective portfolio management tailored specifically for each client's objectives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
46.66%
Gain -0.84%
Monthly
1.08%
Yearly
13.82%
Drawdown
13.26%
$151.2M
Equity
Holdings
$151.2M
Investment
$127.66M
$70.09M
Profit -$2.14M
Realized
$46.55M
Unrealized
$23.54M
Dividends
$11.19M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$2.14M
Win %
69%
This Week
Compared To Last Week
Gain
-9.97%
Profit
-$16.75M
Win %
69%
This Month
Compared to last month
Gain
-10.17%
Profit
-$17.11M
Win %
69%
This Year
Compared to last year
Gain
-1.12%
Profit
-$1.71M
Win %
76%
STM STMicroelectronics N.V.
+5.18%
+$950,131.2 
NVS Novartis AG Sponsored ADR
+3.62%
+$932,527.26 
SDRL Seadrill Limited
+2.66%
+$182,048.65 
ADI Analog Devices, Inc.
+2.35%
+$12,541.11 
HSBC HSBC Holdings plc Sponsored ADR
+1.75%
+$365,194.35 
XOM Exxon Mobil Corporation
+1.54%
+$7,380.67 
RIO Rio Tinto Plc Sponsored ADR
+1.43%
+$170,255.85 
JPM JPMorgan Chase & Co.
+1.08%
+$8,360.26 
SHEL Shell plc
+0.9%
+$74,713.87 
STLA Stellantis N.V.
+0.78%
+$28,703.65 
WFC Wells Fargo & Company
+0.77%
+$2,737.8 
LPLA LPL Financial Holdings Inc.
+0.59%
+$2,815.88 
BA Boeing Company
+0.03%
+$114.18 
AZN
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EL The Estée Lauder Companies Inc. Class A
-2.35%
-$9,178.23 
SAP SAP SE Sponsored ADR
-1.55%
-$124,521.25 
IQV IQVIA Holdings Inc.
-1.23%
-$4,627.48 
GOOGL Alphabet Inc
-1.09%
-$10,316.12 
V Visa Inc. Class A
-1.06%
-$3,520.45 
DEO Diageo plc Sponsored ADR
-0.72%
-$3,630.72 
MPLX MPLX LP
-0.69%
-$3,339.89 
LH Labcorp Holdings Inc.
-0.65%
-$2,347.9 
UBER Uber Technologies, Inc.
-0.54%
-$1,489.02 
RTO Rentokil Initial plc Sponsored ADR
-0.23%
-$738.64 
CASY Casey's General Stores Inc.
-0.11%
-$523.21 
NVO Novo Nordisk A/S Sponsored ADR
-0.1%
-$17,778.7 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.1%
-$8,140.22 Events
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Dividends
Dividend Analysis
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| Trades 326 | Longs Won 199/326 61% | Profit Factor 3.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.31M |
| Average Win $493,932.6 | Best Trade (Mar 31) $17.52M | Sharpe Ratio -9.01 |
| Average Loss -$222,098.85 | Worst Trade (Jul 19) -$4.69M | Z-Score -1 (68.16%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $214,987.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.91% |
| Consecutive Losing Trades | 681 | 613 | 545 | 477 | 408 | 340 | 272 | 204 | 136 | 68 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Foresight Global Investors Inc.?
The largest contributions to the portfolio's profits come from the following stocks: AZN - $17.06M, SAP SE Sponsored ADR - $12.34M, Sony Group Corporation - Sponsored American Depositary Receipt - $4.25M, Canadian Imperial Bank of Commerce - $3.81M, and HDFC Bank Limited ADR - $3.73M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Seadrill Limited - $5.53M, Diageo plc Sponsored ADR - $3M, BP p.l.c. Sponsored ADR - $1.53M, Smith & Nephew plc ADR - $1.27M, and Taiwan Semiconductor Manufacturing Company Limited - $888,020.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Foresight Global Investors Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.19M earned over time. The largest contributors to dividend income include Novartis AG Sponsored ADR - $2.02M, Canadian Imperial Bank of Commerce - $914,987.21, BP p.l.c. Sponsored ADR - $890,332.13, Tenaris S.A - $861,113.04, and Novo Nordisk A/S Sponsored ADR - $786,675.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Foresight Global Investors Inc.'s monthly returns?
Foresight Global Investors Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Foresight Global Investors Inc.'s strategy be considered aggressive or moderate?
Foresight Global Investors Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Foresight Global Investors Inc.'s strategy?
Foresight Global Investors Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
