Defining the Next Generation of Alternatives Investing
A focus on continuous improvement and meeting clients needs has guided Forester along the path from a single commingled alternative solution to a comprehensive Alternative Investment Platform. The firm has achieved 20 years of market-beating performance and our flexible platform structure offers solutions to meet our investors' objectives.
Driving Value Through Manager Selection, Revenue Share, and Investment Choice
Forester drives value for investors in multiple ways. We leverage our expertise to generate a manager-selection premium and have a track record of choosing successful managers. The revenue-share model throughout our offerings reduces fees and can add significantly to investor returns. Through investment choice, investors can access tailored exposure to hedge fund managers and seed economics. Investors can benefit from our investment model through our commingled funds, private equity-structured revenue share funds, advisory programs, and direct co-investment and capacity rights options.
A History of Innovation
Forester sources successful fundamental investors who are now managing their own firms. This allows our clients to participate during a productive stage of their lifecycle.
-
Trent Carmichael Founds Forester
Tiger Management alumni launches firm.
-
Launch of Flagship Long/Short Equity Strategy
Commingled fund provides investor access to high-quality, fundamental managers.
-
Launch of Diversified Strategy
Additional commingled vehicle investing in a blend of long/short equity managers and absolute return managers.
-
Advisory Business
Advisory relationship with nonprofit institution includes non-discretionary portfolio.
-
New Product Launch
Launch of first strategic revenue share fund.
-
New Product Launch
Launch of second strategic revenue share fund.
-
Launch of Co-invest Platform
Investors participate deal-by-deal and benefit from efficiencies of a single fund.
Leveraging ESG to be Better Partners
We understand that environmental, social and governance principles impact how our funds perform and are integral in how we choose our managers. ESG principles also impact how we run the firm. We are committed to building a diverse team and using our charitable dollars to help communities and people in need.
Supporting Education to Increase Opportunity
More than a decade ago we established the Forester Community Education Fund to bring greater educational opportunities to underserved communities. We have supported a range of programs including Teach for America, iMentor, Educators 4 Excellence and Rock the Street, Wall Street. Forester is proud to participate in this effort.
Connect With Us
We'd love the opportunity to share ideas, answer your questions and find out how we can help you meet your goals. Please contact us for more information and to find out what Forester can do for you.
Get Started