Combines both quantitative and traditional fundamental research.
Los Angeles Capital manages a wide variety of Global, Emerging and US listed equity strategies, on both a pooled and segregated basis.Read More
All strategies are underpinned by one investment philosophy and technology, and managed by one investment team.
LACM Global, Ltd. is wholly-owned by Los Angeles Capital Management and Equity Research, Inc. (“Los Angeles Capital”) with a dedicated office based in London. Los Angeles Capital has been managing active Global, Emerging, and US quantitative equity strategies on behalf of European pension clients since 2002.
Los Angeles Capital manages over $5.1 billion* for institutional clients in Europe, including sub-advisory and corporate clients, along with pension funds. Globally, Los Angeles Capital manages $25.0 billion* in assets amongst a wide variety of listed equity strategies designed to meet institutional client return and risk objectives.
LACM Global’s Stewardship Code Statement can be found here.
Task Force on Climate-Related Financial Disclosures
In 2019, LACM Global, Ltd. made the decision to publicly support the recommendations of the Task Force on Climate-Related Financial Disclosures. As articulated on the TCFD website by the Firm's Chairman, CEO & Director Tom Stevens, LACM Global, Ltd. believes:
As a quantitative manager, data is at the heart of our investment process. The TCFD's recommendations provide a consistent and transparent framework for disclosure, which is crucial in order for investors to accurately incorporate financially material information related to climate change in investment decisions.
*As of 30 September 2019
While each equity product has broad definitions, clients can customize and tailor their portfolio to specific benchmarks, risk budgets and investment restrictions.
Assets Under Management
- US Strategies $14.1 billion
- Global Strategies $10.9 billion
- 60% Pension Schemes*
- 40% Sub-Advised Funds
- 71% U.S.
- 29% Non US
*Pension Schemes include: government and corporate pension plans, foundations, religious organizations, endowments, advised private funds, U.S. Taft-Hartley plans, proprietary accounts, and related private funds. Sub-advised funds include UCITS, sub-advised mutual funds, and Collective Investment Trusts.
Investor Preference Theory® recognizes the dynamic nature of global equity markets and states that investors seek stocks with:
Characteristics rewarded in the current market environment
The Firm believes:
- the key to generating consistent excess returns is constructing risk controlled portfolios that maintain exposures to all three attributes
- the drivers of equity returns change through time and our process is designed to capture their evolution
- our quantitative process can be applied consistently across global markets