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
Automatically Tracked
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:
62.01%
Gain +0.01%
Monthly
1.3%
Yearly
16.77%
Drawdown
12.06%
$154.98M
Equity
Holdings
$154.98M
Investment
$128.93M
$89.16M
Profit +$11,461.23
Realized
$62.94M
Unrealized
$26.22M
Dividends
$11.77M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$11,461.23
Win %
69%
This Week
Compared To Last Week
Gain
0.01%
Profit
$11,461.23
Win %
69%
This Month
Compared to last month
Gain
-0.38%
Profit
-$654,542.43
Win %
69%
This Year
Compared to last year
Gain
13.5%
Profit
$21.23M
Win %
72%
LPLA LPL Financial Holdings Inc.
+3.58%
+$14,910.98 
JPM JPMorgan Chase & Co.
+2.31%
+$16,469.96 
HSBC HSBC Holdings plc Sponsored ADR
+2.15%
+$411,635.25 
EL The Estée Lauder Companies Inc. Class A
+1.89%
+$7,733.95 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$228,343.14 
WFC Wells Fargo & Company
+1.61%
+$5,475.61 
ADI Analog Devices, Inc.
+1.37%
+$8,093.81 
V Visa Inc. Class A
+1.05%
+$3,086.18 
DEO Diageo plc Sponsored ADR
+0.83%
+$3,987.84 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$6,200.44 
MPLX MPLX LP
+0.67%
+$3,216.32 
CNI Canadian National Railway Company
+0.6%
+$2,928.75 
GOOGL Alphabet Inc
+0.53%
+$5,137.9 
SAP SAP SE Sponsored ADR
+0.33%
+$27,444.99 
XOM Exxon Mobil Corporation
+0.28%
+$1,321.38 
IQV IQVIA Holdings Inc.
+0.22%
+$740.42 
AZN
0%
$0 
LH
0%
$0 
RTOKY Rentokil Initial Plc
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.93%
-$252,346.82 
CASY Casey's General Stores Inc.
-2.31%
-$11,521.31 
BA Boeing Company
-1.16%
-$4,909.73 
STM STMicroelectronics N.V.
-1.05%
-$243,471.12 
UBER Uber Technologies, Inc.
-1.01%
-$2,672.6 
NVS Novartis AG Sponsored ADR
-0.55%
-$146,243.85 
SDRL Seadrill Limited
-0.32%
-$22,554.7 
STLA Stellantis N.V.
-0.29%
-$12,757.18 
SHEL Shell plc
-0.22%
-$18,316.95 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$28,445.92 Events
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Dividends
Dividend Analysis
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| Trades 326 | Longs Won 198/326 60% | Profit Factor 3.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.4M |
| Average Win $519,768.79 | Best Trade (Mar 31) $17.52M | Sharpe Ratio -32.1 |
| Average Loss -$244,027.48 | Worst Trade (Jun 14) -$4.69M | Z-Score -1.28 (80.03%) |
| Commissions $0 | Avg. Trade Length 10m 3w 6d | Expectancy $273,500.03 |
| 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% | 0.01% | 1.04% |
| Consecutive Losing Trades | 635 | 571 | 508 | 444 | 381 | 317 | 254 | 190 | 127 | 63 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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