Foresight Global Investors, Inc.
Foresight Global Investors, Inc. is an independent investment boutique founded in 2015 and based in Purchase, New York. Led by CIO Ajay Mehra, the firm employs a performance-driven culture and offers bespoke, transparent money management services to institutional and ultra high net worth clients. The team consists of 6 professionals and the company is dedicated to building long-term partnerships by providing significant alpha through global and international equity portfolio management.
Investment Strategy
Foresight Global employs an unconstrained, high conviction, and benchmark-agnostic approach to constructing global equity portfolios. Their strategy emphasizes rigorous fundamental analysis within a framework focused equally on absolute returns and capital preservation. The firm utilizes a proprietary, rules-based risk management process for portfolio construction to eliminate emotional biases and strives to isolate alpha while delivering consistent performance. They aim for a long-term, value-oriented investment style, investing flexibly wherever the most value can be identified, and serving institutional and ultra high net worth clients.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SONY | SONY GROUP CORP | 14.97% | $21.1M | 809,885 | $17.85 | $26.03 | -$5.4M |
N NVS | NOVARTIS AG | 14.17% | $20.0M | 164,924 | $101.17 | $121.01 | -$981.3K |
S STM | STMICROELECTRONICS N V | 13.14% | $18.5M | 608,539 | $23.36 | $30.41 | +$7.4M |
N NVO | NOVO-NORDISK A S | 11.87% | $16.7M | 242,166 | $69.02 | $69.02 | +$16.7M |
C CNI | CANADIAN NATL RY CO | 11.42% | $16.1M | 154,495 | $118.91 | $104.04 | +$10.5K |