Products

LM Capital Group’s investment philosophy and process are consistently applied to all client portfolios. We have a multi-decade track record of performance in our flagship products, Active Core Plus and Strategic Core, and have stood at the forefront of plus sector investing, including high-yield and emerging market debt, for more than 30 years.

Our conservative portfolio management, combined with strategic allocations to emerging market debt, has contributed to performance that behaves differently from other fixed income strategies, helping diversify portfolios. All of our strategies are offered in a separately managed account vehicle, allowing LM Capital to build customized solutions for our clients.

Short Term: Liquidity, principal protection, low volatility. Maturity 5 years.

Intermediate: Liquidity, principal protection, high income stream. Maturity 1 to 10 years.

Strategic Core: Total return, high income stream, capital appreciation, focus on sector rotation, risk-controlled alpha. Maturity 1 to 30 years.

Active Core Plus: Total return, higher income stream, capital appreciation, risk-controlled alpha, plus sectors. Maturity 1 to 30 years.

Enhanced Core Plus: Total return, capital appreciation, highest income stream, higher risk profile, aggressive plus sectors. Maturity 1 to 30 years.

Emerging Market Debt: Reduced drawdown risk, no CCC or distressed purchases, focus on corporate debt in addition to sovereign debt. Maturity 1 to 30 years. Deployed either as a standalone strategy or enhancing yield within a Core Plus portfolio.

Long Duration: Total return, capital appreciation, high income stream. Maturity 10 to 30 years.