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 09/30/16. The fund's latest filing disclosed 107MM in positions, representing 56% of the manager's regulatory AUM.

FORESTER CAPITAL StockAlpha

+0.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FORESTER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PFE 4.65% Health -5.47% -0.07% 0 34%
USB 4.63% Financials 21.33% -0.11% 0 14%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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FORESTER CAPITAL Portfolio Concentration

FORESTER CAPITAL Location

100 FIELD DRIVE
SUITE 330
LAKE FOREST, Illinois
UNITED STATES, 60045

FORESTER CAPITAL Contact Information

Phone Number: 224-544-5123
Fax Number: 224-544-5116
Website:

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