Protect. Diversify. Perform.

Forge First Asset Management is an alternative asset manager offering investment solutions that find a balance between asset protection and capital enhancement. Founded in 2012, Forge First actively manages two long/short funds which invest in a diversified basket of North American securities.

 
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Portfolio Protection

- Hedge portfolio risk with short positions that consist of individual securities, large cap index ETFs, and sector ETFs.

- Total Return in Negative TSX Months:

  • FFLSLP (Class F Lead Series): +11.37%
  • FFMSLP (Class F Lead Series): +12.61%
  • TSX Total Return: -34.48%
 

Diversification

-Exposure to Canadian and US public companies

-Diverse sector exposure

-All-cap security exposure

-No private companies

 

Capital Growth

Forge First Long Short LP (Class F Lead Series)*:

  • Annualized return: 17.81%
  • Sharpe Ratio: 2.06
  • Volatility: 8.17%
  • Alpha: 13%

Forge First Multi Strategy LP (Class F Lead Series)*:

  • Annualized return: 13.44%
  • Sharpe Ratio: 1.92
  • Volatility: 6.48%
  • Alpha: 11%

Andrew McCreath, CFA President and CEO, Forge First Asset Management Inc.

Andrew McCreath, CFA
President and CEO, Forge First Asset Management Inc.

About US

" In 2012 we looked at the asset management industry globally and drew the conclusion that investors’ appetite for risk and expectations for return were undergoing significant change.

Simply put, investors are keenly focused on preserving their capital while earning a competitive rate of return. We are on the same page.

To help investors navigate the uncertainty in today’s world, we created investment solutions that utilize all investment tools to prudently and responsibly manage capital.

Our goals are simple - manage risks, strive to minimize losses and earn a competitive return for investors.

Welcome to Forge First Asset Management. "

Introduction to Forge First Asset Management Inc. 

 

Watch it here: January 27, 2017 - Introduction to Forge First Asset Management Inc.

This presentation, as of January 27, 2017, is provided for general information purposes only and does not constitute an offering memorandum.  The ideas and comments expressed are meant to be illustrative only. Forge First will not be under any obligation to update the contents of this presentation. Listeners of this presentation are expressly cautioned to seek the advice of a registered investment advisor regarding the appropriateness of investing in any securities or investment strategies. Please review the most recent offering memorandum for a detailed description of Forge First’s funds, the fund’s strategies, objectives and risk factors. Please contact Forge First Asset Management Inc. to request the offering documents and to speak with a registered dealing representative.

 

Forge First Multi Strategy LP up 91.84% (13.44% annualized) since inception

 

 

 

Forge First Long Short LP up 133.22% (17.81% annualized) since inception

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*Class F Lead Series cumulative net return as at September 30, 2017.

 
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Average Monthly Net Return (%) - August 2012 to September 2017

TSX Down = TSX monthly returns of < -1% / TSX Neutral = monthly returns of -1 to +1% / TSX Up = monthly returns of > +1%