INVESTMENT PHILOSOPHY

Forstrong Global

Forstrong Global was founded in 2001 with the belief that globalization and its resulting impact on macroeconomics and geopolitics would drive capital markets for years to come. Our guiding values have always been simple; place client’s interests first, think globally and invest for the long-term.

Tyler Mordy

CEO & CIO

Portrait of Tyler Mordy, CIO of Forstrong Global.

INVESTMENT PHILOSOPHY

Forstrong Global

Forstrong Global was founded in 2001 with the belief that globalization and its resulting impact on macroeconomics and geopolitics would drive capital markets for years to come. Our guiding values have always been simple; place client’s interests first, think globally and invest for the long-term.

Tyler Mordy

CEO & CIO

INVESTMENT PROCESS

We view our role as asset allocation specialists; always looking to hold the right assets, in the right allocation at the right time. Rather than “picking stocks”, we rely on proprietary research to select investment themes, trends an sectors, countries and currencies for their potential to outperform or manage risk. With over 200 years of combined global investing experience, our philosophy is grounded in an active, global macro investment process. 

INVESTMENT PROTECTION

Although Forstrong Global’s active macro approach is continuously evolved to deliver safer, more predictable investment returns that’s not where our commitment to risk management ends: 

DEEP EXPERTISE 

Quality proprietary research that is vital to meet the challenges of a rapidly changing world. We are committed to continuously building our resources with investment professionals who possess complementary skill sets and unique perspectives. 

Active Management 

Active management is central to our investment philosophy. Forstrong Global believes that heightened economic, geopolitical, social and environmental new realities mandate that asset managers now prioritize agility in order to effectively manage market shocks. 

Global Reach 

In an age where developed market economies provide stability but lower return, it is essential to consider all regional opportunities for risk and return management including emerging and frontier markets. 

Balanced Portfolios 

Forstrong Global strategies have demonstrated their ability to deliver low drawdown, low volatility long-term returns. Reducing portfolio variability enhances the investor’s experience by reducing the propensity for rash and harmful reactions.

MULTI-ASSET EXPOSURES 

Forstrong Global’s investment tool kit is not constrained by country, region or business sector allowing our team to construct macro portfolios with less idiosyncratic risk than traditional approaches.

CURRENCY MANAGEMENT

Managing currency exposure is a critically important expertise possessed by Forstrong Global’s Investment Team. Although many traditional asset managers (including global managers) disregard currency effect, it often has an outsized effect on risk and return management.

ETF INVESTMENTS

These investments are used exclusively in the construction of all Forstrong Global strategies. ETFs have colonized the world’s asset classes, offering our investment team safe, liquid and cost-effective targeted exposures to a multitude of asset types from around the world.