Our Quarterly Reports aim at informing about what is happening with the money we manage. We thought that in turbulent times like these this would be appropriate in particular. By giving information proactively 4x p.a. and having our clients share in our reasoning we will strengthen their understanding of what they should expect, thereby increasing our ability to pursue a long-term approach to value investing.
As a positive side effect the discipline required to review the results and actions of a quarter will help the team at FORUM to
- focus on the key issues
- adapt our policies and guidelines if indicated from the lessons learned
Finally we want to use the Quarterly Reports to keep our Advisory Board informed about what is happening. They have been very helpful and supportive to us in the past and this information should allow them to review how decisions taken at our Board Meeting get implemented.
| Macro Dashboards | Quarterly Reports |
