Tyler Mordy
President & CIO
Tyler Mordy
President & CIO

UNDERCURRENTS

BEYOND THE OBVIOUS

2007

HOUSING
CRISIS

2007 HOUSING CRISIS

The bursting of the US housing bubble revealed heightened risks right across the globe.

2014 OIL COLLAPSE

In mid-2014, the price of oil began to melt down and fears of another global financial crisis spiked.

2018 TRADE WARS

2018 was the year of trade wars. With rising protectionism, investors panicked and markets sold off.

UNDERCURRENTS

BEYOND THE OBVIOUS

Forstrong Global employs a macro thematic approach that identifies significant long-term secular trends and their underlying influences on markets. Often contrary to the prevailing wisdom, these “undercurrents” signal important changes before they are readily recognizable.

By focusing on themes vs. stocks, we can generate returns that have a lower correlation to the overall market and provide a smart complement to traditional bottom up approaches.

WHY MACRO?

FORSTRONG vs TRADITIONAL

  • GLOBAL
  • FORWARD LOOKING
  • MULTI-ASSET
  • ACTIVE CURRENCY
  • SECTORS & COUNTRIES
  • North American focused
  • Model driven
  • Siloed mandates
  • Static hedged/unhedged
  • Stocks or companies focus

Forstrong discretionary macro thematic strategies are turnkey diversification tools

WHAT ASSET, WHEN?

ACTIVE MACRO THEMATIC STRATEGIES

01.
LONG-TERM FORECASTING

Identify secular trends that will shape markets for years.

02.
MID-TERM STRATEGIZING

Select asset types with unique drivers relevant to preferred themes.

03.
SHORT-TERM PROGRAMMING

Managing risk exposures to tactically exploit market sentiment and psychology.

PRINCIPLES

Stewardship

Unwavering commitment to long-term preservation and growth of client assets

Knowledge

Uncommon talent with unique perspectives producing leading edge proprietary research

Active Macro

Consistent world class thematic strategies that complement traditional bottom-up approaches

GLOBAL THINKING

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