Investment Products
LM Capital Group 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 Group's superior investment performance demonstrates that consistent application of this process adds value for our clients. LM Capital Group 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 |
Emerging Market Debt |
Non-US Dollar |
Opportunistic Core Fixed Income
LM Capital Group’s Opportunistic Core (Core Plus) fixed income portfolios are comprised of Treasuries, agencies, investment-grade corporate issues and mortgage-backed securities. In addition, LM Capital Group opportunistically invests in the following three sectors: US dollar denominated emerging market debt (0 - 20%), US high yield (0 - 10%) and non-US dollar denominated bonds (0 - 10%), with the total allocation to plus sectors never exceeding 30%. The firm has an internal policy which prohibits the use of derivative instruments and structured products.
Core Fixed Income
LM Capital Group's Active Core fixed income portfolios are comprised of Treasuries, agencies, investment-grade corporate issues and mortgage-backed securities. Additionally, the firm has an internal policy which prohibits the use of derivative instruments and structured products.
Since LM Capital Group only manages separate accounts, we determine the sector allocation and quality weightings in accordance with the client’s investment policy.
Intermediate Fixed Income
LM Capital Group’s Intermediate fixed income portfolios generally consist of securities between 5-10 years in maturity and are comprised of Treasuries, agencies, investment-grade corporate issues and mortgage-backed securities. Additionally, the firm has an internal policy which prohibits the use of derivative instruments and structured products.
Since LM Capital Group only manages separate accounts, we determine the sector allocation and quality weightings in accordance with the client’s investment policy.
Short Term Fixed Income
LM Capital Group's Short Term fixed income portfolios generally consist of securities with less than 5 years in maturity and are comprised of Treasuries, agencies and investment-grade corporate issues. Additionally, the firm has an internal policy which prohibits the use of derivative instruments and structured products.
Since LM Capital Group only manages separate accounts, we determine the sector allocation and quality weightings in accordance with the client’s investment policy.
Enhanced Return
LM Capital's Enhanced Return fixed income portfolios are comprised of Treasuries, agencies, investment-grade corporate issues and mortgage-backed securities. In addition, LM Capital opportunistically invests in the following five sectors: US dollar denominated Emerging Market Debt (0 - 30%), US High Yield (5% - 20%), non-US Dollar denominated bonds (0 - 20%), US Municipals (0% - 10%), Preferred Equity (5% - 15%), with the total allocation to plus sectors never exceeding 65%.