Corporations, Pension Funds and Boards of Trustees come to FG Funds for a disciplined approach to meeting their asset allocation and performance objectives. Our focus is on establishing a solid platform to increase value to our investors. Our team of portfolio managers applies an extremely disciplined approach to risk management, and their proven skills are buttressed by an intimate knowledge of the markets in which we invest. Our culture of coherency extends into all facets of our business: our integrity, decision-making, agility, analytic ability, and execution. Institutional Investors are assured that FG Funds becomes an integral member of their team, where we seek to become an investment partner that offers a route to long-term wealth preservation and accumulation.

Further, we are as committed to our Institutional Investors as we are to our personal investors. We consider our approach to delivering investment advice different from other investment houses: rather than promoting products first, we want to listen carefully to the unique concerns of our clients. We consider that Boards of Trustees stand as proxy for the individual contributors that they represent. We invite trustees to ask any and every question that they think their contributors would ask. We are firmly committed to going the extra mile to make certain that trustees understand all the details of an investment in its entirety, as well as the benefits that may be gained by implementing a long-term investment strategy. The result: we are all on the same wavelength with the ultimate goal: creating a common vocabulary and vehicle to maintaining the wealth of your contributors.

Through our partnership with CI Funds, we are able to offer a most impressive array of investment options and access to the western hemisphere’s most respected active advisers. For example, Bill Miller is the manager of the US component of the FG Caribbean/US Equity Fund (i.e. the CI Value Trust Fund). What is remarkable about Bill is that he has beaten the S&P 500 for the 14th straight year (see research article). No other mutual fund manager has done that (at least that we know of!) Needless to mention that our first fund, the FG Caribbean Fixed Income Fund was the FIRST US dollar denominated fund to invest in the sovereign bonds of the English-speaking Caribbean. It was also the top-performing mutual fund in its asset class for 2004. We are constantly seeking to develop investment options that will meet the performance objectives and timelines of our clients. We invite you to view our Fact Sheets to examine the performance of our current list of investments.