LMCG Investments, LLC (“LMCG”) announced today that its LMCG Global Market Neutral Fund (GMNRX/GMNIX)(the “Fund”) has surpassed $100 million in assets. The Fund has resonated with financial advisors seeking alternative strategies that have low correlation to traditional asset classes, lower volatility and offers diversification away from disruptions in global equity markets and a challenging bond market.

“The Fund has gained early traction with sophisticated advisors, who are familiar with alternative mutual funds and feel comfortable using it for a variety of goals,” said Kenneth L. Swan, Chief Executive Officer of LMCG. “Traditional ‘low-volatility’ options such as bond funds or allocating to cash may not deliver the overall return profile these advisors are seeking,” he continued. “We designed this Fund to offer investors a different option: to potentially generate positive returns regardless of the market’s direction.”

The LMCG Global Market Neutral Fund is a capital preservation strategy designed to generate positive returns in any market environment. The strategy seeks to provide investors with low correlation to traditional asset classes. The investment team attempts to neutralize market, sector and geographic exposures. They balance both long and short positions. The team avoids making macro-bets, guards against biases, and uses no leverage.

The stock selection process employs a quantitative methodology that has been time-tested over 15 years and stress-tested in extreme market selloffs. The Fund’s source of return comes primarily from stock selection, drawing on multiple and diversified sources of alpha. The portfolio owns global equities in local currencies, and stocks are selected based on multiple factors. Stocks which rank highly on these factors are purchased, while low ranking stocks are shorted.

With an inception date of May 21, 2013, the LMCG Global Market Neutral Fund is a no-load mutual fund based on an institutional strategy initially launched at LMCG in 2007. The Fund’s portfolio managers were also the managers for the institutional strategy and have extensive experience in market neutral and global investments.

“We are pleased that the Fund is delivering on its stated objectives of capital preservation and moderate capital appreciation,” said Gordon A. Johnson, PhD, CFA, Lead Portfolio Manager of the Fund. “Equity markets could continue to be volatile in 2016. Our Fund is designed to generate alpha on the long and short side – both domestically and internationally – and strives to provide a smoother ride for the investor whether the volatility that we are seeing continues or subsides,” he concluded.

The strategy is available through major brokerage platforms including Fidelity, Schwab, Vanguard, TD Ameritrade, Scottrade, Commonwealth and LPL.

For more information on LMCG and the LMCG Global Market Neutral Fund, visit: www.lmcgfunds.com

There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including the potential loss of principal.

Investors should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus and SAI contain this and other information about the Fund. You may obtain a prospectus and SAI by calling (877) 591-4667. The prospectus should be read carefully before investing.

                   
FUND ADVISER DISTRIBUTOR
LMCG Investments, LLC Foreside Fund Services, LLC

www.foreside.com Member FINRA

 

About LMCG

LMCG Investments is a Boston-based investment management firm. We offer a broad range of investment strategies to institutional and private investors including corporate and public pension plans, foundations, endowments, family offices, sub-advisory and wrap programs. LMCG has been built by acquiring talented investment teams who have demonstrated the ability to perform well in their respective asset classes. The firm manages both U.S. and non-U.S. equities across market cap, investment style and geographic region. We recognize that independent thinking drives investment performance and ensure the independence of the internal investment teams and integrity of their investment processes.