Fundamental Global®
Fundamental Global is a privately-owned investment management firm that focuses on equity, fixed income, and alternative funds and strategies. The firm uniquely balances fundamental research, portfolio diversification, and investment experience to drive long-term value for shareholders, investors, and institutions.
Principles
- Focus on fundamental research as a key part of the company's long-term success
- Build for the future and consider this in every business decision.
- Manage lives responsibly so that nothing weighs on the ability to run the business for the long-run.
- Develop a client base that is investing over the long-run.
- Value integrity, character, and intellectual honesty in all the employees and business partners.
- Keep investment strategies reasonably sized to maximize returns.
- Invest capital alongside clients’ capital.
- Instill a culture of compliance and follow all applicable laws and regulations.
- Seek to avoid situations that do not have a margin of safety.
- Maintain a well-balanced culture so that working at fundamental global is fun.