FORESTER CAPITAL Overview
Forester Capital Management Ltd is an investment advisor that manages 190.7 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 03/31/17. The fund's latest filing disclosed 83MM in positions, representing 43% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/17. The fund's latest filing disclosed 83MM in positions, representing 43% of the manager's regulatory AUM.
FORESTER CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FORESTER CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UNH | 5.26% | Health | 13.69% | 0.33% | 0 | 29% | ||
| JNJ | 5.09% | Health | 8.16% | 0.11% | 0 | 35% | ||
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FEATURED IN
FORESTER CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas H. Forester | Chief Compliance Officer | February-2004 |
| Peter P. Ditzler | Shareholder | January-2005 |
| Michael L. Ditzler | Shareholder | September-2005 |
FORESTER CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FORESTER CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ........................................................... 9
Methods of Analysis & Investment Strategies ................................................................................... 9
Risk of Loss............................................................................................................................................. 9
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Methods of Analysis & Investment Strategies ................................................................................... 9
Risk of Loss............................................................................................................................................. 9
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FORESTER CAPITAL Portfolio Concentration
FORESTER CAPITAL Location
100 FIELD DRIVE
SUITE 330
LAKE FOREST, Illinois
UNITED STATES, 60045
SUITE 330
LAKE FOREST, Illinois
UNITED STATES, 60045
FORESTER CAPITAL Contact Information
Phone Number: 224-544-5123
Fax Number: 224-544-5116
Website: http://www.forestervalue.com
Fax Number: 224-544-5116
Website: http://www.forestervalue.com
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