Julien B. Booth

Principal & Portfolio Manager


Dana Christner

Operations Manager



© 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




November 29, 2018

Good Morning:

I hope this note finds you well.  Happy Hanukkah and Merry Christmas.

Our position as an investment firm with a primary focus on principal safety and durable income is well known. 

Sometimes we find it helpful to provide third party w...

November 13, 2018

Good Morning:

I hope this note finds you well and enjoying the Fall weather.    

I believe we have effectively communicated our "avoid excess risk" stance for the 2018-2019 period.  Now that risk has manifested in quite bold terms I...

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