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?

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Performance

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

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

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

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

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

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

15

Team Members

40%

Employee Owned

 

Investment Team

Tyler Mordy

Tyler Mordy

Chief Executive Officer & Chief Investment Officer

Wilfred Hahn

Wilfred Hahn

Global Investment Strategist & Chief Compliance Officer

Karen Tsang

Karen Tsang

Portfolio Manager, Head of Trading & Investment Operations

Terence Shaunessy

Terence Shaunessy

Portfolio Manager

David Kletz

David Kletz

Lead Portfolio Manager

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

Shibo Gu

Shibo Gu

Research Analyst

Shibo is a quantitative analyst specializing in opportunity investments integral to the production of Forstrong’s leading-edge proprietary research.

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.

Ken Hawkins

Ken Hawkins

Research Manager


Ken is responsible for the team’s quantitative analysis and updating of internal and external databases that inform our proprietary research.

Investment Support Team

James Garcelon

James Garcelon

President and Chief Compliance Officer

James leads the firm’s operations and is responsible for the overall Forstrong client service experience.

Krystian Urbanski

Krystian Urbanski

Senior Vice President, Associate Portfolio Manager

Krystian’s primary responsibilities include managing advisor relationships on B2B that offer Forstrong’s investment solutions.

JOHN TESKEY

JOHN TESKEY

Senior Vice President

John’s primary role is managing financial advisor relationships and helping them accomplish their objectives through the application of Forstrong’s investment solutions.

MEREDITH DEKKER

MEREDITH DEKKER

Manager, Operations and Compliance

Meredith is responsible for the overall day-to-day management, organization and coordination of support services.

OMAR RAYES

OMAR RAYES

Vice President, Associate Portfolio Manager

Fluent in French, English and Arabic, Omar is responsible for managing Forstrong’s business development in the province of Quebec.

ROBERT DUNCAN

ROBERT DUNCAN

Senior Vice President, Portfolio Manager

Robert is responsible for advancing sub-advisory relationships with pensions, foundations, endowments, family offices and broker-dealer platforms.

LAURA LIVINGSTONE

LAURA LIVINGSTONE

Vice President

Laura is responsible for the management and implementation of special projects, as well as providing operational and administrative support.

AYSEL ZEYNALLI

AYSEL ZEYNALLI

Associate, Client Experience

Aysel is responsible for managing client relations and providing day-to-day client services within the private client division.

FRANCIS D’ANDRADE

FRANCIS D’ANDRADE

Head of Sales and Marketing

Francis oversees Forstrong’s marketing and communications, and helps set the firm’s distribution and overall strategy.