Forward Management Announces Strategic Partnership with Affinity Investment Advisors; Investment Advisor to Provide Sales and Marketing Services to Leading West Coast Asset Management Firm.SAN FRANCISCO San Francisco (săn frănsĭs`kō), city (1990 pop. 723,959), coextensive with San Francisco co., W Calif., on the tip of a peninsula between the Pacific Ocean and San Francisco Bay, which are connected by the strait known as the Golden -- Forward Management, LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control (Forward) announced today a sales and marketing partnership with Affinity Investment Advisors, LLC (Affinity) of Irvine, CA, a registered investment management firm specializing in large cap equity investing. "Affinity is a great fit for Forward," said Alan Reid For other persons named Alan Reid, see Alan Reid (disambiguation). Alan Reid (born 7 August 1954, Ayr) is a politician in Scotland. He is Liberal Democrat Member of Parliament for Argyll and Bute, and was first elected at the 2001 general election. , President of Forward Management. "We have a long history of strategic partnerships with investment firms that have strong track records of success. Given Affinity's 14-year track record in the large cap space, we are excited to take their expertise to an even broader market." Forward will market the Forward Affinity Large Cap Equity Portfolio (also known as the Affinity MarketPlus Core Portfolio), a separately managed account and will launch a new mutual fund sub-advised by Affinity, the Forward Large Cap Equity Fund, in the fall of this year. Founded in 1992 by Gregory R. Lai, CFA (Computer Fraud and Abuse Act of 1986) Signed into law in 1986, the CFA was a significant step forward in criminalizing unauthorized access to computer systems and networks. The Act applies to "federal interest computers" that include any system used by the U.S. , Affinity specializes in constructing diversified large cap portfolios, focused on risk management, and they have been ranked (by Nelson's "MarketPlace" and Money Manager Review) as a top large cap core manager. Affinity utilizes a time-tested, disciplined, bottom-up investment process that generates alpha through stock selection and risk control. Using both quantitative and qualitative analysis Qualitative Analysis Securities analysis that uses subjective judgment based on nonquantifiable information, such as management expertise, industry cycles, strength of research and development, and labor relations. , Affinity identifies high quality undervalued stocks with strong earnings fundamentals. "We are extremely excited about our new partnership with Forward and the opportunities it will bring," said Greg Lai, Managing Director and Sr. Portfolio Manager for Affinity. "Their sales and marketing expertise will enable us to reach new channels, including individual investors with the launch of the new mutual fund." About Forward Management, LLC Forward Management, LLC, based in San Francisco, is the investment advisor to the Forward Funds, a family of twelve mutual funds including the Sierra Club Sierra Club, national organization in the United States dedicated to the preservation and expansion of the world's parks, wildlife, and wilderness areas. Founded (1892) in California by a group led by the Scottish-American conservationist John Muir, the Sierra Club Mutual Funds. In addition, the firm offers a range of separately managed accounts including Large Cap, REIT REIT See: Real Estate Investment Trust REIT See real estate investment trust (REIT). , Equity Income and Micro Cap. Forward Management developed ReFlow (1) The process of heating and melting the solder that has been screen printed onto a printed circuit board in order to bond chips and other components to the board. Surface mount chips (SMT) use the reflow method. Contrast with wave soldering. See also reflowable text. , an innovative liquidity tool for portfolio managers which provides enhanced performance and tax efficiency, which is used by the Forward Funds and Sierra Club Mutual Funds, as well as other leading mutual fund managers. Forward offers institutional money managers, financial advisors and individual investors access to industry leading investment managers, investment products and services. The firm specializes in identifying sub-advisors who have long track records of managing assets in specific investment disciplines and asset classes. More information on Forward Management and the Forward Funds can be found at www.forwardfunds.com. You should consider the investment objectives, risks, charges and expenses carefully before investing. A prospectus with this and other information may be obtained by calling (800)-999-6809 or by downloading one from www.fowardfunds.com. It should be read carefully before investing. There are risks involved with investing, including loss of principal. Past performance does not guarantee future results. Alpha is a coefficient measuring risk-adjusted performance. Forward Funds and Sierra Club Mutual Funds are distributed by ALPS Alps, great mountain system of S central Europe, c.500 mi (800 km) long and c.100 mi (160 km) wide, curving in a great arc from the Riviera coast on the Mediterranean Sea, along the borders of N Italy and adjacent regions of SE France, Switzerland, SW Germany, and Distributors, Inc. |
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