Lockey News
Client Services
Investment Management
Driven by each client's unique objectives and constraints, LIG
develops customized investment strategies utilizing both active and quantitative
models. The process integrates the client's existing portfolio (public and
private), resources and liabilities with LIG's powerful, scalable platform.
The synergies created by merging active and quantitative techniques can provide superior results with reduced volatility. LIG's asset allocation models and correlation calculators drive the macro strategy while each portfolio manager focuses on the individual security positions. The entire program is wrapped in a predetermined risk management program customized to each client's risk tolerance and objectives.
LIG offers its clients a wide array of expertly managed
investment strategies. This variety is the result of combining an
unusually broad range of investment expertise with an openness to multiple
investment philosophies. Clients can invest in LIG's strategies singly or
in combination, and can set their own asset allocation or retain LIG to allocate
capital among various strategies.
LIG's portfolio managers are free to differ as to investment
philosophy, and they do so to a major extent. Some strategies are top-down
and others are bottom-up. Some are macro-forecast-driven and others put
their primary emphasis on identifying individual bargains in inefficient
markets. Some are aggressive and others are defensive. There is room
among our offerings for a wide variety of investment approaches as long as each
is well thought-out and competently applied.
The LIG approach is to (1) identify sectors of the financial
market which are fundamentally attractive for investing and (2) assemble the
expert personnel required to successfully pursue the available opportunities.
To do so, LIG hires recognized professionals with experience and strong track
records. LIG provides all of the necessary support so that the investment
professionals can dedicate themselves exclusively to portfolio management.
|
