The FortWood investment philosophy centers on thriving within unpredictable and uncertain market conditions. We view periodic dislocations in various regions, countries and industries as potential opportunities to uncover favorable liquidity and risk-adjusted returns.
Our investment philosophy
Identifying idiosyncratic, catalyst-driven credit opportunities
that deliver value to our clients
Our thorough research of geopolitical events, market trends and issuer-level due diligence guides our idea generation. In developing an investment thesis, we deep dive into the fundamentals, political dynamics and legal frameworks of our target markets. Combining rigorous top-down and bottom-up analysis helps us to identify idiosyncratic, catalyst-driven credit opportunities.
We seek to leverage our expertise in global distressed credit across the emerging markets spectrum to transform inherent volatility into a reliable source of value for our clients.
Risk disclosure
The Strategy’s investment objectives are targets only. Actual performance may differ materially, including due to market or economic factors, portfolio management decisions, or other reasons. With all investments there is a risk of loss of all or a portion of the amount invested.
Investors should be aware of the material risks of FortWood’s strategies, which may include, but are not limited to credit, counterparty, country, issuer, and risk of loss. For more information on the material risks of each investment strategy, please contact FortWood.
For additional information on FortWood Capital, please contact:
Brent Wilkins
Senior Vice President, Head of Institutional Sales, Canada
Tel: 1 (416) 316-5396 [email protected]
Eric Hasenauer
Senior Vice President, Co-Head of
Institutional Sales, USA
John Ricketts
Senior Vice President, Co-Head of
Institutional Sales, USA
Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The FortWood Capital website may contain hyperlinks to websites operated by parties other than FortWood Capital. Such hyperlinks are provided for your reference only. FortWood Capital does not control such websites and is not responsible for their contents. The inclusion by CC&L of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.
FortWood Capital
February 6th, 2024