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 Chair 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. With the added advantage of active involvement of its principals and their decades of investing, dealmaking and operational experience, Fundamental Global seeks to invest in any type of asset whose book value exceeds its present market value. Low-risk, high-reward investments are its specialty, regardless of size, sector, or form of ownership.

Fundamental Global’s largest holdings include Ballantyne Strong, BK Technologies, FG Financial Group, and GreenFirst Forest Products. Fundamental Global also retains stakes in Firefly.

Kyle Cerminara, Ballantyne Strong’s Chairman and a director since 2015, is the CEO of Fundamental Global. 

Visit the Fundamental Global website to learn more.

Investor Relations Contacts 

Mark Roberson
Chief Executive Officer
Ballantyne Strong, Inc.

John Nesbett / Jennifer Belodeau
IMS Investor Relations