FORT Global Funds
For Swiss Investors
FORT Investment LLC was founded in 2014 under Swiss law to act as sole distributor of FORT Global Funds in Switzerland.
The privately owned company is licensed as distributor of units of foreign collective investment schemes by FINMA the Swiss Financial Market Supervisory Authority.
The Swiss representative of the US based FORT Investment Management is mandated to promote and distribute all FORT Global Funds on offer.
Including the strategy funds: Diversified Fund, Contrarian Fund, Futures Fund, Trend Fund
UCITS fund formats can be obtained by qualified and non-qualified investors as specified in the provisions of CISA and CISO. Cayman Offshore and Onshore funds are exclusively available to qualified Investors.
M: + 41 79 819 28 31
T: + 41 41 850 20 24
FORT is a quantitative investment management firm founded by Dr. Yves Balcer and Dr. Sanjiv Kumar in 1993.
Based in New York City and Washington D.C., FORT manages today $5.5 bln client assets.
With a successful 24 year track record FORT is the alternative investment advisor to many of the world’s leading institutional investors and high-net-worth individuals.
FORT Global funds are scientifically researched and developed quantitative strategies, engineered with the goal to provide diversified, liquid and robust capital returns. For more strategy details please see www.fortlp.com/methodology
FORT Global investment strategies are classified as:
Alternative liquid, low correlated alternative, multi-strategy, trend following, managed futures, quantitative systematic, macro,
equity market neutral, CTA and alternative risk premia.
The representative of the Company in Switzerland (the “Representative in Switzerland”) is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. The paying agent (“Paying Agent”) of the Company in Switzerland is Neue Helvetische Bank AG, Seefeldstrasse 215, CH-8008 Zurich.