Forum Asset Management Overview

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$10m+
Est Annual Revenue
$500m-$999m
AUM

Company Details

Founded in 2001, Forum is one of the leading investment managers dedicated to emerging markets. The firm has a history of consistently outperforming the overall market and other emerging market funds and has built an impressive track record over the past decade. Forum identifies unique investment opportunities in various EM asset classes and believes that the best investment opportunities often lie in niches where there are inherent inefficiencies to exploit. During the credit crisis of 2008/2009, all of the Forum Funds generated positive returns for our investors, with our two main strategies posting net returns over 30% in 2008 and over 15% in 2009 and 2010. Our performance figures elicit very low/negative correlations to traditional market indices and other hedge funds.

Forum's team of senior professionals has more than 150 years of collective investment and financial industry experience. Over two decades the management team of Forum has built one of the firm's greatest resources: a vast network of alliances and contacts in South and Central America, Eastern Europe, and Asia. These alliances enable a primary source of deal flow (origination), access to distinctive macro and political insights, and local oversight of investment.

Forum is a SEC-registered investment advisor and currently manages two main strategies: emerging market debt and global macro. The firm's portfolio managers utilize a top-down macroeconomic and bottom-up fundamental analysis to identify attractive risk-reward opportunities. Forum's success can be attributed to an experienced management team, a solid investment methodology and a unique risk management approach. Forum combines these features with a transparency second to none, enabling its investors to understand and follow the entire investment process. Forum prides itself on its risk management controls and performs meticulous due diligence and monitoring on all its investments. Our goal is to preserve as well as grow our investors' capital. This prudent investment style within management guidelines is a cornerstone to Forum's investment philosophy as evidenced by the fact that two main strategies have never had a negative year of investment performance. In fact, 2008 and 2009 provided valuable testimony to Forum's prudent investment style and risk management philosophy as all of its funds posted positive results despite the upheaval in global financial markets and emerging markets in particular.

Complementing Forum's investment team is a solid institutional business infrastructure. With dedicated staff responsible for risk management, compliance, financial reporting, operations and client servicing, Forum has the experience and expertise to both properly manage sophisticated investor relationships and manage future growth. To provide a series of independent checks and balances, we have also partnered with renown service providers to perform independent administration, prime brokerage, auditing and legal services.

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Locations

Location
212-599-2730,
733 Third Avenue, 24th Floor, 10017 NY
United States
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$10m+
Est Annual Revenue
$500m-$999m
AUM

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