WHO WE ARE
Founded in 1989, LM Capital Group is a privately held, 99% employee-owned institutional investment firm and MWBE certified minority firm headquartered in San Diego, California. Our Investment Strategy Group brings over 100 years of combined experience across global fixed income markets.
We apply proprietary macroeconomic methodology, analytical depth, and a time-tested investment process to deliver alpha across a full range of fixed income solutions. Our conservative investment philosophy, combined with strategic allocations to emerging market debt, has contributed to differentiated downside protection and risk-return characteristics over many market cycles.
Since its founding in1989, LM Capital’s global fixed income solutions have generated risk-adjusted investment returns for institutional public plans, Taft-Hartley, corporate, endowments, foundations, healthcare providers, OCIO partnerships and other financial intermediaries.
Our Mission
To protect and grow assets for institutional partners through conservative portfolio management, a team-based investment process applying the collective insight of our professionals, and a diversity of analytical expertise protecting against investment blind spots and bias. Our average client tenure of 15 years reflects the consistency of that commitment.
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