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:
71.27%
Gain +0.33%
Monthly
1.31%
Yearly
16.92%
Drawdown
12.61%
$168.05M
Equity
Holdings
$168.05M
Investment
$144.41M
$91.76M
Profit +$760,205.09
Realized
$68.12M
Unrealized
$23.65M
Dividends
$10.87M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$760,205.09
Win %
84%
This Week
Compared To Last Week
Gain
0.45%
Profit
$760,205.09
Win %
84%
This Month
Compared to last month
Gain
-2.21%
Profit
-$3.8M
Win %
84%
This Year
Compared to last year
Gain
2.8%
Profit
$4.58M
Win %
84%
SAP SAP SE Sponsored ADR
+5.86%
+$621,595.26 
GOOGL Alphabet Inc
+2.9%
+$26,359.47 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.51%
+$444,180 
ALC Alcon Inc.
+2.5%
+$289,905 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$399,910.06 
DEO Diageo plc Sponsored ADR
+2.07%
+$10,683.84 
NVS Novartis AG Sponsored ADR
+1.68%
+$353,493.9 
EL The Estée Lauder Companies Inc. Class A
+1.64%
+$7,950 
UBER Uber Technologies, Inc.
+1.25%
+$3,417.11 
NVO Novo Nordisk A/S Sponsored ADR
+1.18%
+$125,097.39 
LH Labcorp Holdings Inc.
+1.07%
+$4,332.33 
CASY Casey's General Stores Inc.
+1.03%
+$3,293.29 
V Visa Inc. Class A
+1.01%
+$3,489.41 
RTO Rentokil Initial plc Sponsored ADR
+0.87%
+$2,406.89 
ABT Abbott Laboratories
+0.8%
+$3,546.88 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STM STMicroelectronics N.V.
-7.01%
-$399,706.42 
ADI Analog Devices, Inc.
-4.45%
-$23,677.04 
GDX VanEck Gold Miners ETF
-3%
-$12,870.93 
LPLA LPL Financial Holdings Inc.
-2.72%
-$13,799.96 
DB Deutsche Bank AG
-2.68%
-$475,447 
STLA Stellantis N.V.
-2.4%
-$3,773.38 
SDRL Seadrill Limited
-2.38%
-$107,741.4 
RIO Rio Tinto Plc Sponsored ADR
-2.03%
-$175,525.98 
WFC Wells Fargo & Company
-1.92%
-$7,142.99 
JPM JPMorgan Chase & Co.
-1.69%
-$13,713.58 
MPLX MPLX LP
-1.35%
-$6,855.84 
HSBC HSBC Holdings plc Sponsored ADR
-1.1%
-$247,676.24 
XOM Exxon Mobil Corporation
-0.84%
-$4,496.12 
SHEL Shell plc
-0.5%
-$46,448.16 
BA Boeing Company
-0.19%
-$726.01 Events
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Dividends
Dividend Analysis
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| Trades 350 | Longs Won 232/350 66% | Profit Factor 4.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.42M |
| Average Win $519,935.98 | Best Trade (Mar 31) $17.52M | Sharpe Ratio -8.79 |
| Average Loss -$244,603.75 | Worst Trade (Aug 17) -$3.94M | Z-Score -0.83 (59.39%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $262,176.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1% |
| Consecutive Losing Trades | 687 | 618 | 549 | 481 | 412 | 343 | 275 | 206 | 137 | 69 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABT Abbott Laboratories | 4,352 | $394,900 | $447,233.28 | - | $52,333.28 | 13.25% | +0.799% |
| ADI Analog Devices, Inc. | 1,406 | $345,454.2 | $508,887.64 | - | $163,433.44 | 47.31% | -4.446% |
| ALC Alcon Inc. | 175,700 | $11.79M | $11.89M | - | $101,906 | 0.86% | +2.499% |
| AZN AstraZeneca PLC American Depositary Shares | 118,844 | $22.54M | $19.44M | - | -$3.1M | -13.76% | +2.101% |
| BA Boeing Company | 1,838 | $396,695.07 | $386,081.09 | - | -$10,613.98 | -2.68% | -0.188% |
| CASY Casey's General Stores Inc. | 517 | $292,270.31 | $321,491.28 | - | $29,220.97 | 10% | +1.035% |
| CDNMF EGR Exploration Ltd. | 4,125 | $27.43 | $412.5 | - | $385.07 | 1,403.83% | 0.0 |
| DB Deutsche Bank AG | 438,200 | $14.79M | $17.26M | - | $2.47M | 16.69% | -2.68% |
| DEO Diageo plc Sponsored ADR | 5,952 | $443,126 | $526,305.6 | - | $83,179.6 | 18.77% | +2.072% |
| EL The Estée Lauder Companies Inc. Class A | 5,000 | $434,202.93 | $493,550 | - | $59,347.07 | 13.67% | +1.637% |
| GDX VanEck Gold Miners ETF | 4,423 | $333,715 | $416,602.37 | - | $82,887.37 | 24.84% | -2.997% |
| GOOGL Alphabet Inc | 2,687 | $653,209.7 | $935,908.97 | - | $282,699.27 | 43.28% | +2.898% |
| HSBC HSBC Holdings plc Sponsored ADR | 213,514 | $16.08M | $22.24M | - | $6.15M | 38.27% | -1.102% |
| JPM JPMorgan Chase & Co. | 2,278 | $718,550 | $797,778.38 | - | $79,228.38 | 11.03% | -1.69% |
| LH Labcorp Holdings Inc. | 1,301 | $373,135.1 | $409,645.87 | - | $36,510.77 | 9.78% | +1.069% |
| LPLA LPL Financial Holdings Inc. | 1,436 | $477,743.13 | $494,228.12 | - | $16,484.99 | 3.45% | -2.716% |
| MPLX MPLX LP | 8,464 | $451,724 | $499,629.92 | - | $47,905.92 | 10.61% | -1.354% |
| NVO Novo Nordisk A/S Sponsored ADR | 245,289 | $13.12M | $10.69M | - | -$2.43M | -18.53% | +1.184% |
| NVS Novartis AG Sponsored ADR | 153,693 | $16.16M | $21.43M | - | $5.27M | 32.6% | +1.677% |
| RIO Rio Tinto Plc Sponsored ADR | 86,466 | $5.71M | $8.47M | - | $2.76M | 48.36% | -2.031% |
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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 - $29.88M, STMicroelectronics N.V - $13.04M, SAP SE Sponsored ADR - $12.34M, Novartis AG Sponsored ADR - $4.49M, and Sony Group Corporation - Sponsored American Depositary Receipt - $4.18M. 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 - $6.04M, Diageo plc Sponsored ADR - $3.18M, BP p.l.c. Sponsored ADR - $1.53M, Smith & Nephew plc ADR - $1.43M, and Taiwan Semiconductor Manufacturing Company Limited - $888,132.01. 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 $10.87M earned over time. The largest contributors to dividend income include Novartis AG Sponsored ADR - $1.95M, Canadian Imperial Bank of Commerce - $915,053.67, BP p.l.c. Sponsored ADR - $890,332.13, Tenaris S.A - $861,113.04, and HSBC Holdings plc Sponsored ADR - $854,366.98. 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.
