Diversified Across Markets

Forum one portfolio's are meticulously constructed from the ground up, component by component, each time. Our portfolios are tailored to individuals, recognizing their unique circumstances.

While the quantity and types of securities in each portfolio may vary, they typically include between 30 and 50 holdings. Our portfolios generally span across different market capitalizations and various sectors, as identified by our highly professional and experienced research and analysis teams.

Classic & Modern Risk Management

We employ both innovative and traditional, long-established risk mitigation strategies crafted to shield our clients from the impacts of unpredictable market volatility.

However, we prioritize constructing portfolios with an intrinsic ability to counteract the potentially adverse effects of such occurrences through diversification. This preventive approach aligns with the principle of "prevention is better than cure," a strategy we have consistently found successful over the years. Typically, individual security positions will constitute 1% to 5% of the portfolio's total value, with very few exceptions where a single holding would represent more than 10% of a portfolio constructed by Forum one.

As previously stated, we utilize modern risk mitigation techniques to counteract the potentially detrimental effects of market volatility on our portfolio assets. One of these innovative approaches includes implementing a "covered call" option strategy. Occasionally, we may also take short positions on specific assets.

However, it's important to note that Forum one does not engage in options trading for speculative purposes. We only employ covered call options when deemed suitable for our investment strategy.

Forum one's proficiency spans across global equities, commodities, corporate bonds, and exchange-traded funds (ETFs).