FIRM OVERVIEW

Founded in 2001, Forstrong has developed an enviable reputation as a global macro investment manager. We are an independent, employee-owned asset management firm. For over two decades, our actively managed global macro strategies have helped Canadian families, financial professionals, and institutional investors realize safer, more predictable returns. Our globally focused strategies provide Canadian investors access to investment exposures from around the world, and rely on multiple layers of risk protection to deliver results that are distinct from common benchmark-centric investment approaches.

INVESTMENT PHILOSOPHY

Forstrong Global uses a distinct global macro approach adapted for today’s new realities. Our investment philosophy is focused on managing risk from a global perspective. Rather than the traditional bottom-up stock-picking approaches, we invest in global investment classes and themes that our proprietary research identifies for outperformance. This top-down macro approach is managed by a team of investment professionals with over 250 years of collective global investing experience and a wide range of backgrounds. Now in the third decade of managing money for clients, the philosophical cornerstone of our investment process — globally-diverse perspectives produce better outcomes — is stronger than ever.

Forstrong’s active macro approach is designed to look beyond the obvious indicators to anticipate the second and third order effects of significant economic, financial, and geopolitical world trends. Investment scenarios are then developed to reflect these views. Our time-tested top-down process then guides us to a mix of investment classes from around the world. Relying on forward-looking proprietary research allows Forstrong to avoid the typical short-term reactions to market events. Instead, our team invests based on the forward-looking implications of those events and trends.

REPORTING & COMMUNICATION

Forstrong’s investment team produces weekly content that is derived from the comprehensive, top-down global research that we conduct. These insights are used by financial professionals to provide valuable context to the widely available bottom-up market commentary they receive. Our Global Thinking blog is a valuable archive of Forstrong’s diverse written, video, and audio format white papers, research reports, market insights and media coverage.