Foresight Investing is an investment management firm founded and operated by Steven Kruger since 1996. The firm specializes in managing portfolios for high net worth individuals, though it is currently closed to new clients. Foresight Investing focuses primarily on investing in small, growing companies, often referred to as microcap growth stocks, listed on major stock exchanges, as well as exchange-traded funds. Investment strategies emphasize fundamental and technical analysis, with a strong bias toward holding stocks for at least a year for tax efficiency. Clients set up accounts in their own names at independent discount brokerage firms and grant Steven Kruger the authority to make trades without asking first, while maintaining complete security over their funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Foresight Investing charges an annual asset-based fee of 0.5% (billed semi-annually as 0.25%). Additionally, qualifying clients pay a performance fee of 10% of net gains annually.