Hedge Fund - Forward Management

J. Alan Reid, Jr. Bio, Returns, AUM, Net Worth

Alan Reid's Forward Management is headquartered in San Francisco, and was founded in 1998. Forward Management has a little less than $6 billion in assets under management, and it is a multi-strategy fund with a global focus.

J. Alan Reid, Jr.
Fund Profile
Filing Period:
Fund Name: Forward Management
Manager J. Alan Reid, Jr.
Portfolio Value $555,053,000
Change This QTR +0.92%
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
Last update:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. SPY 624,681 $233,556 +2% 42.07%
2. IEF 1,587,368 $137,116 -43% 24.7%
3.
Invesco Qqq Tr
88,466 $27,755 NEW 5%
4. XLB 165,426 $26,597 -54% 4.79%
5. XLB 223,549 $25,359 NEW 4.56%
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