Forester Capital Management Ltd

Forester Capital Management Ltd. is a registered investment advisor specializing in customized portfolio management for investment companies and separate accounts for institutions and high net worth clients. Founded by Thomas H. Forester in 1999, the firm focuses on large cap value, absolute return, and international equity portfolios. They manage client accounts on a discretionary or non-discretionary basis, with $2,926,208 managed on a discretionary basis as of December 31, 2024. The firm charges fees quarterly based on a percentage of assets managed, with international equity accounts at 1.35% and large cap equity accounts at 0.90%. Forester Capital Management Ltd. does not offer wrap fee programs and has a general policy discouraging accounts below $15 million, with exceptions made under special circumstances. Their investment strategies involve a four-step process focusing on undervalued large U.S. companies, with an emphasis on fundamental analysis and risk management. The firm does not accept performance-based fees and primarily serves high net worth clients and institutions. Clients receive regular account statements and quarterly reports, and the firm does not take custody of client funds or securities. Forester Capital Management Ltd. has no disciplinary history, and their financial condition is stable despite recent years without profit.