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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.
Latest 13F Filing Activity
Foresight Global Investors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 11 equity positions with a total 13F market value of $141M. The fund increased holdings in Novo-nordisk A S, Stmicroelectronics N V, Canadian Natl RY Co. among other positions. Foresight Global Investors, Inc. reduced exposure to HDFC Bank LTD, Sap SE, Sony Group Corp. among others.
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 |
Industry Allocation
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