About

Forstrong Global was founded in 2001 out of necessity. We were finding that in the industry, many were reluctant to look beyond our homegrown bias and how more often than not, they were playing a game of catch up with the economy. With our macro thematic strategies, we are able to look at the long term. Our strategies deliver safer, more predictable returns for financial professionals and their clients. Since our inception, our low drawdown, low volatility, low correlation strategies have demonstrated their ability to carefully steward our client’s assets through challenging markets and economic environments. We invest in the idea of a better future.

Why Forstrong?

N

Performance

A clear overarching macro investment philosophy
Validated by some of the largest financial providers
Demonstrated discipline through market cycles

N

Reputation

First ETF only asset manager in the world.
Institutional pedigree among investment team.
Sought after active macro thought leadership.

N

Process

GIPS compliant performance track record
Consistent and relevant hybrid benchmarks
Documented success in challenging environments

N

Resources

Dedicated research, analysis, management resources
Investment support functions
Resources structured around client needs

N

Talent

25+ years average industry experience
150+ years of combined investment experience
Global asset allocation expertise

N

COMMUNICATION

Access to key managers and support professionals
Regular investment updates and outlooks
Timely reports tell the story behind the performance

N

Transparency

Full texture performance reporting
Accurate attribution analysis
Clear process for benchmark selection

FORSTRONG BY THE NUMBERS:

2001

Forstrong Global was founded.

2003

Longest Track Record in the world managing global ETF only portfolio.

1.2B

Managed on behalf of Advisors and Institutions.

14

Team Members

28%

Employee Owned

Investment Team

Tyler Mordy

Tyler Mordy

Chief Executive Officer & Chief Investment Officer

Tyler leads the firm’s business strategy and oversees a multi-disciplinary investment team committed to extensive macro research and analysis.

Wilfred Hahn

Wilfred Hahn

Global Strategist & Chief Compliance Officer

Wilfred brings unique global macroeconomic perspectives, spanning 4 decades of research and strategy experience.

Karen Tsang

Karen Tsang

Vice President, Trading and Investment Operations & Portfolio Manager

Karen is responsible for managing the investment operations of the firm including trading and execution workflows.

David Kletz

David Kletz

Vice President, Portfolio Manager

David carries out a broad range of research and analysis and oversees the firm’s investment process and implementation of strategies.

David Kletz

David Kletz

VP & Portfolio Manager

David carries out a broad range of research and analysis and oversees the firm’s investment process and implementation of strategies.

Mark Arthur

Mark Arthur

Advising Member of the Investment Committee

Mark has served on the Forstrong Investment Committee since July 2009, and now acts as an Advising Member.