Forester Capital


 

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Why Hedged Equity Investing?

At Forester, our main objective is long term capital growth.  We believe long term performance is enhanced by focusing on downside protection during unfavorable market conditions or times of increased volatility. The fund invests in undervalued stocks and also uses put options and cash to vary exposure to the market when the portfolio manager feels a defensive position is warranted. Over the long term we believe our hedged equity strategy has been successful. In the last four down markets in 2000, 2001, 2002 and 2008 the fund has reported positive returns.

Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate, and when sold, your investment may be worth more or less than its original cost.
Performance current to the most recent month-end may be lower or higher than performance quoted and can be obtained by calling 800-388-0365. Performance for periods less than one year is not annualized.

Q1 MANAGER COMMENTARY

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Barron's "Ahead of the Crowd" with Tom Forester (video) 2/12/16

 

RECENT NEWS

USA Today cites Tom Forester on Fed 5/25/16

The Street interviews Tom Forester (video) 5/25/16

CNBC Tom Forester on Squawk Box (video) 5/25/16

Wall Street Journal Tom Forester quoted in front-page story 2/26/16

The Street interviews Tom Forester (video) 2/10/16

Forbes "How Value Investor Tom Forester is playing defense" 1/20/16

GuruFocus carries Forester Value Quarterly Update 1/11/16

Ignites FVALX in coverage of liquid-alts returns in August, 10/8/15

CNN Money Tom Forester quoted in "Stockwatch" 9/17/15

Fund Reference interview with Tom Forester 7/23/15

Financial Times carries story on FVALX 2/19/15

Forbes Wally Forbes interviews Tom Forester on FVALX 2/12/15

Barron's Tom Forester cited in "Weekday Trader" 2/11/15

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