What is Fundamental Global

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

Rooted in the conviction that markets are not always efficient, Fundamental Global believes that fundamental research can lead to asymmetric risk/reward opportunities. Fundamental Global seeks to own businesses where its principals’ decades of investing, dealmaking, and operational experience can help enhance long-term shareholder value.

Fundamental Global’s holdings include FG Group Holdings, FG Financial Group, BK Technologies, GreenFirst Forest Products, OppFi, Hagerty, FG Merger Corp., FG Acquisition Corp., and FG Communities.

Kyle Cerminara, FG Group Holdings’ Chairman and a director since 2015, is the CEO of Fundamental Global.

What is Fundamental Global

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

Rooted in the conviction that markets are not always efficient, Fundamental Global believes that fundamental research can lead to asymmetric risk/reward opportunities. Fundamental Global seeks to own businesses where its principals’ decades of investing, dealmaking, and operational experience can help enhance long-term shareholder value.

Fundamental Global’s holdings include FG Group Holdings, FG Financial Group, BK Technologies, GreenFirst Forest Products, OppFi, Hagerty, FG Merger Corp., FG Acquisition Corp., and FG Communities.

Kyle Cerminara, FG Group Holdings’ Chairman and a director since 2015, is the CEO of Fundamental Global. 

About Fundamental Global