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Quarterly report with the Net Asset Value page is reviewed by a Forum employee from Value Investing. There are three graphs on the sheet - a light blue graph, a dark blue graph and a red graph. These show growth compared to m arket averages.

Publications

Forum Publications

Our CIO writes a quarterly letter in which the main developments of the previous quarter are reviewed. FORUM does not have any clients, so these papers are mainly used for internal documentation - e.g. by analysing errors. In addition, applicants for the field of value investing should get a better feeling of how FORUM operates.

Letters of the CIO

DATE
TITLE
PDF DOWNLOAD
April 10, 2024
Letter of the CIO Q I 2024
October 23, 2023
Letter of the CIO QIII 2023
June 1, 2022
Letter of the CIO QI 2022
September 23, 2021
Letter of the CIO QIII 2021
September 23, 2021
Letter of the CIO QII 2021
May 1, 2021
Letter of the CIO QI 2021
February 17, 2021
Letter of the CIO 2020
November 4, 2020
Letter of the CIO QIII 2020
September 19, 2020
Letter of the CIO QII 2020
February 18, 2020
Letter of the CIO 2019
May 21, 2019
Letter of the CIO QI 2019
December 17, 2018
Letter of the CIO QIII 2018
July 25, 2018
Letter of the CIO QII 2018
May 3, 2018
Letter of the CIO QI 2018
February 14, 2018
Letter of the CIO QIV 2017
October 26, 2017
Letter of the CIO QIII 2017
August 9, 2017
Letter of the CIO QII 2017
April 21, 2017
Letter of the CIO QI 2017
February 23, 2017
Letter of the CIO QIV 2016
November 1, 2016
Letter of the CIO QIII 2016
July 14, 2016
Letter of the CIO QII 2016
May 2, 2016
Letter of the CIO QI 2016
March 29, 2016
Letter of the CIO QIV 2015

Sonstiges

DATE
TITLE
PDF DOWNLOAD
April 2, 2024
Macro Dashboard Q I 2024
January 29, 2024
Macro Dashboard Q IV 2023
October 27, 2023
Macro Dashboard Q III 2023
August 3, 2023
Macro Dashboard Q II 2023
March 16, 2022
Macro Dashboard Q I V 2021
April 26, 2018
Macro Dashboard Q I 2018
March 11, 2019
Macro Dashboard Q IV 2018

Access to the FORUM FAMILY OFFICE VALUE FOND