Special Situations

Fundamental Global® is a private partnership focused on long-term strategic holdings co-founded by former T. Rowe Price, Point72 and Tiger Cub portfolio manager Kyle Cerminara and former Chairman and CEO of TD Ameritrade, Joe Moglia.

Core Holdings

Concentrated Positions
Constructive Involvement
Engaged

Merchant Banking

Differentiated Approach
Strategic
Long-Term

SPACs

Operator Led
Sponsorship
Risk Capital

Reinsurance

Opportunistic
Unique risk/reward
Permanent Capital

Venture Capital

Strategic Capital
Operators
Entrepreneurs

After our success at Ameritrade, we are looking for unique growth opportunities in a rapidly changing world with a team that strives for nothing but excellence.

Joe Moglia, Chairman

“Like most trends, at the beginning it’s driven by FUNDAMENTALS, at some point speculation takes over. What the wise man does in the beginning, the fool does in the end.”

Warren Buffett

Our Compass

Fundamental
Research driven partnership focused on the fundamentals.

Global
In search of attractive opportunities globally.

Targeted
Focus time and energy on unique opportunities.

Long-term
Every decision has a long-term focus.

Partnership
Partnership approach with all portfolio companies.

FG Asymmetric Substack

FG Asymmetric
FG Asymmetric