General Investing >> Money Manager Interviews >> September 27, 2004
JOHN C. FORELLI, CFA, is Principal, Senior Vice President and co-
Director of Large Cap Core Strategies at Independence Investment LLC.
Mr. Forelli oversees all aspects of investment management for the firm's
institutional and mutual fund large cap core US equity portfolios. He
started his career at Independence in 1990 as a fundamental research
analyst covering companies in the healthcare and chemical industries. He
moved into portfolio management and began managing diversified large cap
core portfolios in 1997. He was named co-Director for Large Cap Core
strategies in 2003. Given his investment experience and market
knowledge, Mr. Forelli has frequently provided market commentary and
perspective on CNBC, CNNfn, CBS MarketWatch, and Bloomberg TV, as well
as being featured in The Wall Street Journal, The New York Times, USA
Today, and the Financial Times, among other daily and weekly
publications. Prior to joining the firm, Mr. Forelli worked in the
corporate finance department of Prudential Securities, assisting
companies in raising capital through public offerings and private
placements and advising companies on mergers and acquisitions. He has a
BA from Dartmouth College where he graduated cum laude, and an MBA from
the Tuck School at Dartmouth, where he was elected an Edward Tuck
Scholar with Distinction. Mr. Forelli is a Principal of Independence
and is a member of the Independence Investment Committee, the CFA
Institute and the Boston Security Analysts Society. Profile
and your responsibilities there?
Mr. Forelli: Indepen-dence Investments is an operating company of MFC
Global
