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FORT Investment Management is an investment management firm established in 1993 and headquartered in Washington, D.C. FORT has provided alternative investment advisory services to many of the world’s leading institutional investors and high-net-worth individuals for over 22 years. FORT is an acronym for Financial Opportunities in Research and Trading. Its name reflects the company’s core expertise: to offer its clients access to proprietary and innovative strategies that are supported by rigorous market research, statistical analysis, and a highly disciplined and systematic approach to investing.
Yves Balcer and Sanjiv Kumar, FORT’s co-founders, have extensive academic training with 3 Ph.Ds and 4 Master’s Degrees between them spanning disciplines from economics and mathematics to statistics and operations research. Yves, followed by Sanjiv, led the Investment Division of the World Bank as Senior Managers, overseeing the investment team tasked with managing the bank’s largest portfolio.
FORT was founded upon a simple premise: statistical approaches can improve human decision-making.
Today, FORT’s team has grown to over 30 professionals located in Washington, D.C., and New York. The investment team led by Yves and Sanjiv has developed numerous systematic investment strategies in both futures and equity markets, using fundamental and technical analysis. These investment strategies are accessed by institutional investors of all types across the globe. Although the team is larger now, the core values of the firm still remain: an entrepreneurial spirit, a dedication to clients, and an innovative approach to investment management.
FORT's UCITS strategies include: