FORWARD MANAGEMENT Overview
Forward Management Llc is an investment advisor that manages 5.2 BN dollars in regulatory AUM and has 102 employees, of which 23 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 494MM in positions, representing 9% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 494MM in positions, representing 9% of the manager's regulatory AUM.
FORWARD MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FORWARD MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 45.79% | ETF | 11.37% | 0% | 0 | 0% | ||
| SHY | 41.68% | ETF | 0.08% | -1.48% | 0 | 0% | ||
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FEATURED IN
FORWARD MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Judith M. Rosenberg | Chief Compliance Officer, Secretary | July-2005 |
| William Prezant | Director | September-2005 |
| Thomas Woodhouse | Director | August-2001 |
| Gordon P. Getty | Member | August-2001 |
| James J. Halligan | Director | August-2001 |
| Toby Rosenblatt | Director | June-2007 |
| James H. Odonnell | Chief Investment Officer | July-2006 |
| David H. Chow | Director | May-2008 |
| Norman E. Mains | Chief Administrative & Risk Officer | April-2009 |
| Loire L. White | Interim Chief Financial Officer | August-2010 |
| Robert L. Leberman | Director | January-2013 |
| Robert S. Naka | Chief Operating Officer, Interim Chief Executive Officer | February-2014 |
FORWARD MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
FORWARD MANAGEMENT Investment Strategy
FORWARD MANAGEMENT Portfolio Concentration
FORWARD MANAGEMENT Location
101 CALIFORNIA ST
16TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111-6100
16TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111-6100
FORWARD MANAGEMENT Contact Information
Phone Number: 415-869-6300
Fax Number: 415-982-2566
Website: http://www.forwardmgmt.com
Fax Number: 415-982-2566
Website: http://www.forwardmgmt.com
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