Fort LP

FORT 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.

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Fort LP
Fort LP

Yves Balcer and Sanjiv Kumar, FORT’s co-founders, have extensive academic training with 3 PhDs and 4 Masters 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 improve human decision-making. In 1993, with the support of their families, Yves and Sanjiv launched FORT. They immediately faced the challenge of building a hedge fund from the ground up. Operational infrastructure is as important to clients as investment performance. Without the benefit of the World Bank’s infrastructure to support them, Yves and Sanjiv did what had always come naturally to them and what has become a hallmark of FORT’s ethos – they built what they needed. While large firms had the resources to hire personnel to assist with trade reconciliation, allocation, accounting, and other middle- and back-office functions, Yves and Sanjiv built automated solutions to ensure they could compete. As the firm’s reputation and resources grew, Yves and Sanjiv invested in human capital: employees with skills and experience essential to help them further their vision. Today FORT’s team has grown to over 40 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.


Address: 2 Wisconsin Circle, Suite 1150, Chevy Chase, MD 20815, USA

Phone: +1 301 986 6940
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