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Foresters Financial expands equity investment offerings with First Investors Long Short Fund

  • Dec 01, 2016

With the launch of its third equity fund this year, Foresters Financial™ continues to expand its range of investment products in response to changing investor needs. The new First Investors Long Short Fund offers investors the opportunity to potentially benefit not only from rising stock prices, but also from inevitable market downturns.

At a time when investors continue to seek higher equity returns but are also wary of potential risks, such as heightened valuations, potential macro shocks, and tighter correlations among asset classes, strategies that offer some downside protection are increasingly in demand.

“The First Investors Long Short Fund further diversifies and enhances our product lineup,” said Clark D. Wagner, President, Foresters Investment Management Company, Inc. (FIMCO). “The Fund is most appropriately used to add diversification to an investment portfolio, and further demonstrates our continued progress in developing advanced, competitive products that provide our clients with compelling investment solutions.”

The First Investors Long Short Fund will complement the other two equity funds launched by Foresters Financial this year—First Investors Hedged U.S. Equity Opportunities Fund and First Investors Covered Call Strategy Fund.

”Long/short equity strategies today may offer extraordinary benefits to investors, including greater diversification, stronger risk-adjusted returns, and protection from drawdowns,” according to Portfolio Manager Dmitri Batsev, Managing Director at Lazard Asset Management LLC, the subadviser for the Fund.

One of the oldest and best-known equity investment strategies, long/short strategies may be of particular interest to risk-averse investors. “Downside capture in long/short strategies has historically been better than long-only strategies,” said Batsev. “This can help investors who are interested in generating long-term returns, but who don’t have the risk tolerance to remain invested when volatility spikes,” he said.

For more information about the First Investors Long Short Fund, read our Prospectus and Client Brochure.

Please note that the Fund’s strategy is expected to underperform equity markets during periods of sharply rising equity prices. The risks associated with an investment in the Fund include American Depositary Receipts Risk, Counterparty Credit Risk, Foreign Securities Risk, High Portfolio Turnover Risk, IPO Shares Risk, Leverage Risk, Market Risk, Mid-Size and Small-Size Company Risk, Non-Diversification Risk, and Short Position Risk.

Past performance is no guarantee of future results.

For more information about First Investors Funds from Foresters Financial, you may obtain a free prospectus and summary prospectus by contacting your Financial Services Representative, calling 800 423 4026 or visiting You should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and summary prospectus contain this and other information about the funds, and should be read carefully before you invest or send money. An investment in these funds is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency.

About Foresters Financial Holding Company, Inc. (formerly First Investors)
Foresters Financial Holding Company, Inc. consists of a group of diversified financial services companies that include a registered broker-dealer, two investment advisers, a life insurance company and a transfer agent. Foresters Financial Services, Inc., a broker-dealer, helps everyday families reach their financial goals by offering solutions and guidance through its network of financial representatives working in 44 branch offices across the United States. Foresters Investment Management Company, Inc. is the investment adviser to the First Investors family of funds, which had more than $11.2 billion in total assets under management as of September 30, 2016. For more information, visit


About Foresters Financial
Foresters Financial™ is an international financial services provider with more than three million clients and members in the United States, Canada and the United Kingdom, and total funds under management of $34 billion¹. With a history of more than 140 years, we provide life insurance, savings, retirement and investment solutions that help families achieve their financial goals, protect their families and improve their communities.² For more information,visit


Foresters Financial™ and Foresters™ are the trade names and trademarks of The Independent Order of Foresters, a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9 and its subsidiaries, including Foresters Financial Holding Company, Inc. (FFHC). Foresters Financial Services, Inc. is a registered broker-dealer and subsidiary of FFHC. Securities, life insurance and annuity products are offered through Foresters Financial Services, Inc.


¹ In Canadian dollars as of December 31, 2015.


² Products offered vary by country. Not all products are available for distribution in all jurisdictions. In the United States, products are offered by The Independent Order of Foresters and its subsidiaries, including Foresters Financial Services, Inc. a registered broker-dealer. Securities, life insurance and annuity products are offered through Foresters Financial Services, Inc. or independent producers. Insurance products are issued by Foresters Life Insurance and Annuity Company, New York, or The Independent Order of Foresters. Investment advisory products and services are offered through Foresters Advisory Services, LLC, a registered investment adviser.



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