Fund Manager since December 28, 2006
Alan E. Hart is the Managing Partner and Chief Investment Officer of Cedar Ridge and serves as the Portfolio Manager for the Fund. Mr. Hart is responsible for the daytoday portfolio management of the Fund and makes the final investment decisions for the Fund. Mr. Hart is responsible for formulation of overall portfolio strategy and implementation of municipal bond portfolio investments. Since May 2004, Mr. Hart has also served as the Portfolio Manager of an unregistered hedge fund. Prior to founding Cedar Ridge in March 2004, he was an investment banker for 21 years specializing in municipal bonds, including ??corporatebacked?? issues in the airline, airport, electric utility, energy, industrial, and power generation sectors. From 1996 to 2004, he was a Managing Director at Bear, Stearns & Co. Inc. where he also managed highyield, structured transactions and advised issuers in private equity and distressed debt situations. From 1986 to 1996, Mr. Hart was a Vice President and managed the CorporationrationrateRelated Group in the Municipal Bond Department at Goldman, Sachs & Co. Prior to joining Goldman Sachs, he spent three years at The First Boston Corporationrationration. He holds an M.B.A. from the Columbia University Graduate School of Business and received a B.S. from California State University, Chico. Mr. Hart has managed the Fund since its inception in December 2006.
Money Manager Since 2006 MBA
800-999-6809
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Fund Summary The fund invests primarily in a portfolio of municipal bonds, corporate bonds, notes and other debentures, U.S. Treasury and Agency securities, sovereign debt, emerging markets debt, floating rate or zero coupon securities and nonconvertible preferred securities that are actively traded in the public markets. It may also invest a substantial portion of its assets in interest rate swaps, credit default swaps, total return swaps, futures and options and other derivative instruments. The fund is nondiversified.The fund is listed under Nontraditional Bond category and is part of Forward Funds family. Filter other
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Any Muni National Long Small Blend Muni Single State Long World Stock Mid-Cap Value Muni New York Long Short-Term Bond Muni Minnesota Muni California Long Large Value Muni National Short High Yield Bond Small Growth Large Blend Intermediate-Term Bond Large Growth Mid-Cap Blend Conservative Allocation Foreign Large Blend Diversified Emerging Mkts Real Estate Aggressive Allocation Foreign Large Growth Muni National Interm Long-Term Bond High Yield Muni Mid-Cap Growth Multialternative Muni New Jersey World Allocation Muni Single State Interm Moderate Allocation Foreign Large Value Muni Ohio Muni Pennsylvania Inflation-Protected Bond Natural Resources Bank Loan Japan Stock Muni Massachusetts Commodities Broad Basket Intermediate Government World Bond Global Large-Cap Value Equity US Large-Cap Value Equity Japan Large-Cap Equity Global Emerging Markets Equity Sector Equity Natural Resources Consumer Defensive Industrials Convertibles Target Date 2011-2015 Technology Foreign Small/Mid Growth Target Date 2041-2045 Target Date 2000-2010 Europe Stock Retirement Income Target Date 2026-2030 Emerging Markets Bond Equity Precious Metals Consumer Cyclical Target Date 2021-2025 Communications Global Real Estate Latin America Stock Small Value Utilities Target Date 2036-2040 Long Government Health Multisector Bond Financial Pacific/Asia ex-Japan Stk Target Date 2031-2035 China Region Target Date 2046-2050 Muni Single State Short Short Government Target Date 2016-2020 Ultrashort Bond Equity Energy Diversified Pacific/Asia Target Date 2051+ Currency Foreign Small/Mid Value Foreign Small/Mid Blend India Equity Muni California Intermediate Muni New York Intermediate Long/Short Equity Nontraditional Bond Market Neutral GBP Flexible Allocation US Large-Cap Blend Equity Other Asia ex Japan Equity Asia-Pacific inc. 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Global Europe Flex-Cap Equity Sector Equity Financial Services UK Large-Cap Growth Equity UK Flex-Cap Equity Europe ex-UK Large-Cap Equity Sector Equity Healthcare USD Aggressive Allocation Asia Allocation RMB Bond GBP Money Market Russia Equity Property - Indirect Europe Europe Large-Cap Growth Equity Property - Direct Other MXN Short-Term Debt MXN Cautious Allocation Mexico Equity MXN Long-Term Debt Government Debt - Short Term Money Market EUR MXN Medium-Term Debt Money Market USD Government Debt Money Market MXN MXN Moderate Allocation Prime Long-Term Debt Prime Short-Term Debt Short Bond USD EUR Moderate Allocation Flexible Debt High Grade Long-Term Debt High Grade Medium Term Debt High Grade Short-Term Debt Other Debt Lifecycle MXN Aggressive Allocation Prime Medium-Term Debt Emerging Market Equity Small/Mid-Cap Equity Guaranteed Funds Equities Bond EUR Guaranteed Funds Asia Equity Sector Equity Precious Metals Other Allocation EUR Aggressive Allocation - Global Other Europe Equity Liquid Intermediate Bond Intermediate Government Bond Long-Term Government Bond Large-Cap Small/Mid-Cap Arbitrage Fund Sector - 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Fund of Funds - Multistrategy Alt - Debt Arbitrage GBP Inflation-Linked Bond Global Emerging Markets Bond Africa and Middle East Equity Sector Equity Energy Global Emerging Markets Bond - Local Currency UK Large-Cap Value Equity Alt - Long/Short Equity - Global Japan Small/Mid-Cap Equity Europe High Yield Bond Alt - Long/Short Debt EUR Corporate Bond Europe ex-UK Small/Mid-Cap Equity USD Diversified Bond Alt - Long/Short Equity - Europe EUR Government Bond USD Flexible Bond USD Money Market - Short Term EUR Moderate Allocation - Global USD Moderate Allocation Brazil Equity Global Emerging Markets Bond - EUR Biased Global High Yield Bond - EUR Hedged Europe Large-Cap Value Equity Emerging Europe Equity Global Bond - EUR Hedged Global Bond - GBP Hedged Global Bond - GBP Biased Global Flex-Cap Equity Sector Equity Infrastructure EUR Flexible Allocation EUR Ultra Short-Term Bond EUR Cautious Allocation EUR Diversified Bond - Short Term Germany Large-Cap Equity Global Bond - EUR Biased EUR Flexible Allocation - 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Global Bonds - Inflation-linked Equity Australia Mid/Small Blend Sector Equity Other Equity Japan Equity Australia Derivative Income Equity North America Equity Europe Equity Global Technology Asia Pacific ex-Japan Equity Mortgages Aggressive High Yield Credit USD Flexible Allocation EMEA Equity Alternative Strategies HKD Bond Indonesia Equity Norway Equity JPY Bond Alt - Systematic Futures Global Bond - Other Hedged Singapore Equity Miscellaneous Vietnam Equity HKD Money Market Italy Equity SGD Money Market Commodities Precious Metals Europe Equity Japan Equity China and Greater China Equity Target Date Miscellaneous - Undisclosed Holdings CHF Aggressive Allocation Property - Indirect Eurozone Sector Equity Water Cautious Allocation EUR Absolute Return SGD Bond Alt - Diversified Arbitrage Islamic Equity - Other Convertible Bond - Global, GBP Hedged France Small/Mid-Cap Equity Alt - Long/Short Equity - US Non-Euro Absolute Return
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