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: 17.87%
  • Sharpe Ratio: 2.08
  • Volatility: 8.10%
  • Alpha: 13%

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

  • Annualized return: 13.41%
  • Sharpe Ratio: 1.93
  • Volatility: 6.43%
  • 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. "


Forge First Asset Management Inc. to Merge with Sui Generis

Forge First Asset Management Inc. (“Forge First”) is pleased to announce that we are currently finalizing a merger with Sui Generis (“SG”), a Toronto-based alternative investment fund.

Forge First was founded in 2012 with a mission to help investors find a balance between asset protection and capital enhancement. Our belief has been that investors are keenly focused on preserving their capital while earning a competitive rate of return. SG shares this same philosophy. Founded in 2014 by Daniel Lloyd, Trumbull Fisher and the late Jim Doak, SG is an absolute return investment fund that combines focused, research-driven stock selection with a disciplined and robust risk management program.

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Forge First Multi Strategy LP up 93.60% (13.41% annualized) since inception

 

 

 

Forge First Long Short LP up 137.03% (17.87% annualized) since inception

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*Class F Lead Series cumulative net return as at October 31, 2017.

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

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