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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 25% of the manager's regulatory AUM.

FORWARD MANAGEMENT StockAlpha

-1.1%
Top 25%
3yr StockAlpha Register for more...

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

FORWARD MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 21.8% ETF 3.84% 0% 0 29%
BIL 4.19% ETF 0.02% -0.05% 1 0%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

FORWARD MANAGEMENT Contact Information

Phone Number: 415-869-6300
Fax Number: 415-982-2566
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B