Forward Management

Forward Management, LLC, established in 1998, is a privately owned investment management firm headquartered in San Francisco, California, with additional offices in Newport Beach and Houston, Texas. It offers a range of services, including managing separate client-focused equity, fixed income, and balanced portfolios, as well as launching and managing mutual funds. The firm invests globally in public equity and fixed income markets, with a focus on small and mid-cap growth and value stocks, and also invests in ADRs and ETFs. Forward Management employs a combination of in-house and external research for its investment decisions and serves a diverse client base comprising pooled investment vehicles, managed accounts, taxable and tax-exempt institutions, individual clients, and financial advisors. It operates as a subsidiary of Salient Partners, L.P.