Newsletter

Global Fixed Income Fund

Consistently beating the Index

Feb. 26 2004

 

We're delighted to update you, that the GFI Partners team, headed by Dr. Ram Willner, has consistently beaten the Salomon Brothers World Global Bond index. Since we launched our Global Fixed Income fund, out-performance, or ‘Alpha’, for 2003 reflects an annualized 176 basis points (bps.) over the benchmark. The numbers for 2001, 2002 reflected 201 and 99 bps., respectively.

 

Forum Group Launches

Global Equity Fund

In March 2004 Forum Group launches its second Offshore Fund at the Tel Aviv Hilton.

The second Fund is an Equity product which was designed to provide investors a global exposure to the global equity asset class and to top management skills.

The Forum group and Wellington management company are launching our global equity fund and  offering their services to Israeli investors. The Wellington global opportunities team managing the fund, has beaten the MSCI index since its inception in 1998 by an annualized 440 bps.

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