WHAT WE DON'T DO

Integrity is essential

 

We do not engage in brokerage services

We receive no compensation from trading activity. Hence, the only reason to buy or sell a security is based on valuation.

 

We do not engage in underwriting (Investment Banking)
We wholeheartedly disapprove of underwriting given the context. In fact, we are often amazed that asset managers are permitted by law to practice in such a clear case of conflict of interests.

 
We do not engage in prop trading (nostro activities) 

Forest's own capital is invested only in our funds and in cash. We do not hold securities directly. The logic is simple: what's good enough for our investors is good enough for us. If we find an outstanding investment opportunity we buy it to our funds.

 

All our funds are closed to new investors once they reach specific size
We close a fund to new investors when we feel size is interrupting with investment quality.