UNDERCURRENTS

Beyond the Obvious

Forstrong Global employs a macro thematic approach that identifies significant long-term secular trends and their underlying influences on markets. Often contrary to the prevailing wisdom, these “undercurrents” signal important changes before they are readily recognizable.

By focusing on themes vs. securities selection, we can generate returns that have a lower correlation to the overall market and provide a smart complement to traditional bottom-up approaches.

Portfolio Strategies

Core • Global • Focus

Core Strategies

Balanced portfolios designed as a complete solution for the core assets of Canadian Investors.

Global Strategies

Global macro investment strategies designed to complement traditionally balanced portfolios that are domestically-biased or benchmark-centric.

Focus Strategies

Thematic investment strategies designed to offset traditional asset mix constructs.

Performance

More than just returns.

Low volatility • Low Drawdown • Low correlation

Performance statistics for ETF Managed Portfolios are calculated from documented actual investment strategies as set by Forstrong’s Investment Committee and applied to its portfolio mandates, and are intended to provide an approximation of composite results for separately managed accounts. Actual performance of individual separate accounts may vary with average gross “composite” performance statistics presented here due to client-specific portfolio differences with respect to size, inflow/outflow history, and inception dates, as well as intra-day market volatilities versus daily closing prices. Performance numbers are net of total ETF expense ratios and custody fees, but before withholding taxes, transaction costs and other investment management and advisor fees. Past investment results provide no indication of future performance. Future returns are dependent on the general investment environment, the nature of the investment mandate and specific portfolio risks. A rate of return for one year or less is not annualized.

Meet the Team

Uncommon Global Expertise.

We have over 150 years of combined global investing experience. The Investment Team is comprised of individuals with subject matter expertise across a broad field of investment classes.

Our support team is always there to assist you, in both of our national languages. 

Global Thinking Blog