About
Why Forstrong ?
Performance
- A clear overarching macro investment philosophy
- Validated by some of the largest financial providers
- Demonstrated discipline through market cycles
Reputation
- First ETF only
asset manager in the world. - Institutional pedigree among investment team.
- Sought after active macro thought leadership.
Process
- GIPS compliant performance track record
- Consistent and relevant hybrid benchmarks
- Documented success in challenging environments
Resources
- Dedicated research, analysis, management resources
- Investment support functions
- Resources structured around client needs
Talent
- 25+ years average industry experience
- 150+ years of combined investment experience
- Global asset allocation expertise
COMMUNICATION
- Access to key managers and support professionals
- Regular investment updates and outlooks
- Timely reports tell the story behind the performance
Transparency
- Full texture performance reporting
- Accurate attribution analysis
- Clear process for benchmark selection
FORSTRONG
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
Chief Executive Officer & Chief Investment Officer
Wilfred Hahn
Global Investment Strategist & Chief Compliance Officer
Karen Tsang
Portfolio Manager, Head of Trading & Investment Operations
Terence Shaunessy
Portfolio Manager
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
Research Analyst
Shibo is a quantitative analyst specializing in opportunity investments integral to the production of Forstrong’s leading-edge proprietary research.
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
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
President and Chief Compliance Officer
James leads the firm’s operations and is responsible for the overall Forstrong client service experience.
Krystian Urbanski
Senior Vice President, Associate Portfolio Manager
Krystian’s primary responsibilities include managing advisor relationships
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
Manager, Operations and Compliance
Meredith is responsible for the overall day-to-day management, organization and coordination of support services.
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
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
Vice President
Laura is responsible for the management and implementation of special projects, as well as providing operational and administrative support.
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
Head of Sales and Marketing
Francis oversees Forstrong’s marketing and communications, and helps set the firm’s distribution and overall strategy.