Letters by company

Forward Air CORP

2 letters discussing FWRD. Everything written about it on this site is on its ticker page.

EdgePoint Wealth Management Where art thou, volatility? EdgePoint argues that private credit’s rapid expansion has diverted the riskiest borrowers from public markets while masking losses through illiquid marks and lender-friendly accounting. The firm added materially to Forward Air bonds during a freight downturn, citing the company’s network, management change and long-term industry tailwinds. 4th quarter, 2024 FWRD $521M
Royce Investment Partners Royce Capital Fund–Micro-Cap Portfolio Manager Commentary Capital Micro-Cap concentrated its strongest holdings in AI infrastructure suppliers, while exiting PAR Technology and Forward Air after deteriorating economics. The portfolio added to PowerFleet and EVI Industries, and began reallocating technology winners toward discounted staffing, software, agriculture, commercial-vehicle and medical-technology opportunities. first half of 2026 AAOI $11BAIOT $364MAORT $1.1B