Forward Management

Forward Management, LLC is a privately owned investment manager based in San Francisco, California, with additional offices in Newport Beach and Houston. Founded in 1998, the firm offers a range of investment services tailored to pooled investment vehicles, managed accounts, individual clients, and institutional investors. It manages client-focused equity, fixed income, and balanced portfolios, and also launches mutual funds in these categories. The company invests in public equity and fixed income markets globally, with a particular focus on growth and value stocks of small and mid-cap companies. Forward Management utilizes a combination of in-house and external research to inform its investment strategies. As a subsidiary of Salient Partners, L.P., the firm is committed to developing innovative alternative strategies that aim to help investors build resilient portfolios.