Tucker Golden's questions to Fundamental Global (FGF) leadership • Q1 2017
Question
Tucker Golden from Solace Capital LLC requested an overview of the company's investment program, asking about specific targets, the expected timeline for adjustments, and the decision-making process, including responsible committees, individuals, and any external advisors.
Answer
President and CEO Douglas Raucy explained that the investment strategy is evolving with guidance from a board-level committee. He noted a shift towards a slightly more aggressive stance in some equity markets and extending bond portfolio maturities to increase yield, while remaining cautious of interest rate changes. Raucy confirmed the process involves both board-level input and company-level execution, supported by advice from their external advisor, AAM (Asset Allocation Management group).