Investment Products
LM Capital employs its own proprietary research tool—Global Scenario Planning—to analyze the economic, political and social factors that define the relative attractiveness of both countries and currencies in worldwide financial markets. LM Capital's superior investment performance demonstrates that consistent application of this process adds value for our clients. LM Capital believes this process to be a suitable, long-term, conservative management style that responds to long-term fundamental trends. It is risk averse, yet globally comprehensive in nature.
Historical Plus Sector Allocations
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US High Yield |
Non-US Dollar |
Emerging Market Debt |
Opportunistic Core Fixed Income
LM Capital’s Opportunistic Core (Core Plus) Fixed Income portfolios are comprised of Treasuries, agencies, investment-grade (BBB/Baa2 minimum or better) corporate issues and mortgage-backed securities. In addition, LM Capital opportunistically invests in the following three sectors: U.S. dollar denominated Emerging Market Debt (0-20%), U.S. High Yield (0-10%) and non-U.S. dollar denominated bonds (0-10%), with the total allocation to plus sectors never exceeding 30%.
Since LM Capital only manages separate accounts, we determine the sector allocation weightings in accordance with the client’s investment policy.
Core Fixed Income
LM Capital’s Core Fixed Income portfolios are comprised of Treasuries, agencies, investment-grade (A/A2 minimum or better) corporate issues and may include mortgage-backed securities.
Since LM Capital only manages separate accounts, we determine the sector allocation weightings in accordance with the client’s investment policy.
Intermediate Fixed Income
LM Capital’s Intermediate Fixed Income portfolios generally consist of securities between 5-10 years’ in maturity and are comprised of Treasuries, agencies, investment-grade (A/A2 minimum or better) corporate issues.
Since LM Capital only manages separate accounts, we determine the sector allocation weightings in accordance with the client’s investment policy.
Short Term Fixed Income
LM Capital’s Short Term Fixed Income portfolios generally consist of securities with less than five years’ maturity and are comprised of Treasuries, agencies, investment-grade (A/A2 minimum or better) corporate issues.
Since LM Capital only manages separate accounts, we determine the sector allocation weightings in accordance with the client’s investment policy.