Beyond the Obvious
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.
Core • Global • Focus
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
A retired advisor has been fined $25,000 for recommending at least six clients concentrate their holdings in precious metals despite failing to adequately assess whether these were aligned with essential KYC factors. David Michael Gordon, who worked for FundEx between...