What We Do
“We constantly monitor macroeconomic conditions and manager performance to build resilient, diversified portfolios—carefully curated to emphasize capital preservation without sacrificing returns.”
Wayne Kozun
Co-Chief Investment Officer
Clients typically turn to Forthlane
for two types of solutions:
01
Well-Diversified Safe Capital Portfolio
We help clients sleep well at night by constructing a well-diversified portfolio that aims to achieve above-market net returns with lower risk. Clients tend to think of this as their “nest egg” or “personal pension plan.”
02
Sophisticated, Global Alternatives
For clients looking to enhance their existing portfolios, we provide access to a carefully curated selection of sophisticated global alternative investments. Our diversified sleeve is designed to complement traditional holdings, adding strategic exposure to asset classes that can improve resilience, reduce risk, and enhance long-term returns.
Strategic Allocation Across 7 Asset Classes.
We allocate our clients' capital globally across portfolios made up of seven key asset classes.
Global Equity
Global public equities via low-cost, tax-efficient ETFs and select active managers
Real Assets
Assets to hedge unexpected inflation including precious metals and commodities
Absolute Return
Various institutional-grade, global hedge fund strategies designed to protect capital and provide uncorrelated, low-volatility growth
Fixed Income
Primarily Canadian bonds, implemented in a manner that maximizes net returns over the long-term
Credit Opportunities
Various global hedge fund strategies opportunistically investing across credit markets
Infrastructure
Provides clients access to world-class private infrastructure managers that aim to provide capital growth and income by investing in essential assets globally
Private Opportunities
Institutional private equity managers and direct investments