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January 2013 Commentary

January was a solid month for stocks with most equity indices reaching multi-year highs as ‘post the (US fiscal) cliff’ underinvested money managers reallocated assets to equities…

Forge First Asset Management Inc.February 10, 2013
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February 2013 Commentary

Forge First Asset Management Inc.March 11, 2013
18 King Street East,
Toronto, ON, M5C 1C4,
Canada
(416) 687 - 6777 info@forgefirst.com
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416-687-6771

* Disclaimer: This site is only intended to provide you with information about Forge First Asset Management Inc. and the Forge First Funds is neither an offer to sell nor a solicitation of an offer to purchase any security and may not be relied upon for investment purposes. Prospective investors should rely solely on the applicable Offering Memorandum which outlines investor eligibility and the risk factors in making a decision to invest. No representations or warranties of any kind are intended or should be inferred with respect to the economic return or the tax consequences from an investment in the hedge funds managed by Forge First Asset Management Inc. The Forge First Funds are intended for sophisticated investors who can accept the risks associated with such an investment including a substantial or complete loss of their investment. Forge First Asset Management Inc. (“Forge First”) is registered as an Exempt Market Dealer, Portfolio Manager, and Investment Fund Manager in Ontario with the Ontario Securities Commission. Forge First is also registered as an Exempt Market Dealer in British Columbia, Alberta, Saskatchewan, Manitoba, New Brunswick, Nova Scotia, and as an Exempt Market Dealer and Investment Fund Manager in Quebec and Newfoundland. Forge First provides investment advisory services for its four related and connected issuer funds: Forge First Long Short LP, Forge First Multi Strategy LP, Forge First Long Short Trust, and Forge First Multi Strategy Trust. Readers of this information are expressly cautioned to seek the advice of a registered investment advisor or other professional advisors, as applicable, regarding the appropriateness of investing in any securities or any investment strategies, including those discussed in the material. Individuals who qualify to invest in prospectus exempt products should be aware that all prospectus exempt products involve significant risks and such individuals could lose their entire investment. Forge First does not arrange nor recommend that individuals borrow money to invest in any qualifying funds. All information has been obtained from sources believed to be reliable; however, the information’s accuracy cannot be guaranteed. The 2018 and 2019 results are unaudited, net of all fees and expenses, and are based on our best estimates at the time of this report. All returns are in local currencies. Returns expressed on this site are “time-weighted” and are not the same as mandated “money-weighted” returns used in the production of client statements effective December 31, 2015. The return figures for the S&P 500 and the TSX are based on the “Total Return” figures of the associated index. Annualized Volatility, Correlation, Alpha, Beta, and Sharpe Ratio are calculated from monthly net returns for the Class F Lead Series of the Limited Partnership since August 1, 2012. The Sharpe ratio is hypothetical and is calculated using monthly standard deviation and a 1% risk-free rate. Class F is the Founders Class and has a reduced fee structure. The Forge First Long Short Trust invests substantially all of its assets in Class T units of the Forge First Long Short LP, and the Forge First Multi Strategy Trust invests substantially all of its assets in Class T units of the Forge First Multi Strategy LP. Profit allocation for the Trusts are payable on Class T units of the relevant Limited Partnership. The Forge First funds are currently open to Canadian investors who meet certain eligibility requirements. Please contact Forge First to request the offering documents and to speak with a registered dealing representative. Please review the most recent offering memorandum for a detailed description of Forge First’s funds, the fund’s strategies, objectives and risk factors. Past performance is not indicative of future results.

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