LMCG’s Equity Team adheres to a strict investment process to deliver dynamic asset allocation, thematic stock selection, and portfolio risk management decisions throughout their strategies.
LMCG’s Equity team manages equity strategies across a range of investment categories that vary on global allocations and investment objectives. Our suite of investment offerings enables advisors to deliver investment solutions to their clients that possess unique needs and goals. The investment team sticks to a strict investment process to deliver these goals through dynamic asset allocation, thematic stock selection, and portfolio risk management decisions. All portfolios are fully invested and seek to add long term value over their stated benchmarks.
We approach each distinct investment strategy with the same process and philosophy, rooted in our belief that a sound and repeatable investment process with a strong focus on risk management is key to adding long term value for our clients. We utilize both quantitative tools and fundamental judgement to marry top-down and bottom-up analysis resulting in diversified, core portfolios. We use a rigorous screening process to focus on companies that we believe are high quality businesses. Portfolios are tilted towards market segments that we believe will create a tailwind given the current environment.
LMCG Strategy Offerings
LMCG Global MultiCap
Our Global MultiCap strategy provides a geographically diverse portfolio utilizing a mix of stocks and ETFs. The strategy seeks to provide value through asset allocation by actively tilting towards specific regions, market segments and styles. We emphasize stock selection by targeting high quality businesses with potential to generate above average cash flow.
LMCG Global MultiCap ETF
Our Global MultiCap ETF strategy provides a geographically diverse portfolio utilizing various equity oriented ETFs. The strategy seeks to provide value through asset allocation by actively tilting towards specific regions, market segments and styles. This focus on asset allocation decisions helps limit turnover for tax-sensitive investors.
LMCG Diversified Equity
Our Diversified Equity strategy is a U.S. focused strategy investing in both stocks and ETFs that incorporates a modest amount of geographic diversification. The strategy focuses on high quality businesses with the potential to generate above average cash flow within the Large Cap market segment, and uses ETFs to achieve diversification through access to various additional market segments and sectors. Turnover is modest, which we believe can be appealing to tax-sensitive investors.
LMCG U.S. Equity All Cap
Our U.S. Equity All Cap strategy is designed for investors that have a preference for U.S. based companies across the market cap spectrum. The strategy emphasizes active stock selection by targeting high quality businesses that have the potential to generate above average cash flow and seeks added value from asset allocation through styles and industries. It also emphasizes our strongest stock conviction by offering higher stock specific exposure.
LMCG Equity Income
Our Equity Income strategy seeks to achieve higher dividend income than the broad global market, while also delivering capital appreciation potential. To achieve our objective, the strategy combines stocks of high quality businesses with the potential to generate above average cash flow and a group of income-oriented ETFs diversified across styles, sectors, and regions. We then place emphasis on businesses that distribute those cash flows through dividends with the potential to grow the dividend over time. This portfolio can be attractive to investors who are seeking lower volatility than the broader equity market, but more upside potential than the bond market.