About Fundamental Global

Fundamental Global is a closely held private partnership focused on long-term strategic holdings. It was co-founded in 2012 by Kyle Cerminara (former T. Rowe Price, Point72 and Tiger Cub portfolio manager), and Joe Moglia (former Chairman and CEO of TD Ameritrade).

Fundamental Global’s philosophy is rooted in the strong conviction that markets are not always efficient, and that fundamental research can lead to asymmetric risk/reward opportunities. Fundamental Global seeks to invest in any type of asset whose book value exceeds its present market value. It gives added advantage by building on present-day shareholder equity through the active involvement of its principals and their decades of investing, dealmaking and operational experience. Put simply, low-risk, high-reward investments –regardless of size, sector, or form of ownership-- are Fundamental Global’s specialty.

Today, Fundamental Global's largest holdings include GreenFirst Forest Products, Ballantyne Strong, BK Technologies and FG Financial Group. Additionally, Fundamental Global retains stakes in Firefly with several meaningful new investments underway.
Fundamental Global also partners with FG Financial Group alongside other strategic investors to focus on collateralized and loss capped reinsurance and merchant banking opportunities. As of 2022, among a host of achievements, Fundamental Global has notably built one of the largest North American lumber producers through a reverse merger and engineered two of the only successful SPAC mergers to profitable targets.

Learn more about Fundamental Global by visiting their website.