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 $494,418,000
Change This QTR +0.89%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. SPY 571,243 $226,400 -9% 45.79%
2. IEF 2,389,284 $206,076 +51% 41.68%
3. CLDT 801,300 $10,545 -1% 2.13%
4. CLPR 1,009,185 $7,993 -1% 1.61%
5. STAG 210,000 $7,058 1.42%
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