Julien B. Booth

Principal & Portfolio Manager

jbooth@forestcapital.net

Dana Christner

Operations Manager

dchristner@forestcapital.net

 

© 2019 Forest Capital, Corp. - All Rights Reserved

300 McGill Avenue NW

Concord, NC 28027

(704) 750-8000

2400 CrownPoint Executive Drive, Suite 200

Charlotte, NC 28227

(704) 847-0101

(704) 849-0535

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NOTES

February 11, 2018

I hope this note finds you doing well.

After difficult week(s) in the financial markets we find it insightful to judge our underlying performance vs. our stated objective:  Risk Adjusted Total Return.

This past week the stock market was down -5.3%, hig...

February 6, 2018

I hope this note finds you well.

When we are talking with clients re: risk we often use the metaphor of salt.  Easy to get into your portfolio, very hard to get out.

2017 was a wonderful year in our Total Return and Income portfolios and we fully expec...

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