FORUM SECURITIES LTD Overview

Forum Securities Ltd is an investment advisor that manages 473.2 MM dollars in regulatory AUM and has 11 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 26MM in positions, representing 6% of the manager's regulatory AUM.

FORUM SECURITIES LTD StockAlpha

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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

FORUM SECURITIES LTD Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CCP 12.01% Unknown -15.33% -1.96% 0 6%
STWD 8.32% Financials 0% -1.01% 0 3%
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FEATURED IN
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FORUM SECURITIES LTD Founders and Key Employees

Name Title In Position Since
Mark W. Pearson Chief Compliance Officer July-2009
Daniel G. Pine Managing Director July-2009
Jana A. Sehnalova Director July-2009
Caroline Mcbride Director February-2011
Douglas A. Funke Managing Director March-2012
Sophia Banar Managing Director June-2014

FORUM SECURITIES LTD Brokers, Custodians, Auditors and Administrators

Type Company

FORUM SECURITIES LTD Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


FSL’s client portfolio construction process combines a bottom-up analysis of stock and real estate market fundamentals and a top-down macroeconomic overlay to provide country, sector and company level perspectives. FSL employs both fundamental and technical analysis methods to assess expected returns and risks with a view to identifying those securities that improve risk-adjusted returns. FSL’s portfolio construction process is driven by proprietary company-specific research although sector and country selection are also relevant determinations in this process.


For each security under consideration for inclusion in a portfolio, FSL determines a return expected to be realized over a medium-term time horizon. Included in this return analysis are all sources of value creation relevant to real estate investment: real estate value, Page 6 of 14

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FORUM SECURITIES LTD Portfolio Concentration

FORUM SECURITIES LTD Location

C/O FORUM SECURITIES SERVICES, INC.
1700 E. PUTNAM AVENUE
OLD GREENWICH, Connecticut
UNITED STATES, 06870-1366

FORUM SECURITIES LTD Contact Information

Phone Number: 203-983-5207
Fax Number: 203-302-3319
Website:

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