BOSTON, MA, September 11, 2024 – We are excited to announce that LIM’s Global Concentrated Value strategy reached its three-year track record at the end of 2Q 2024. The strategy follows a similar philosophy and process as LIM’s other value strategies but with greater emphasis on current income and discounted valuation.

The concentrated portfolio can serve as a stand-alone strategy particularly for those seeking a greater income return from their equity portfolio or as a complement to broader or more benchmark-oriented portfolios.

The composite information is now available in eVestment.
To receive a fact sheet or to learn more, please contact us at [email protected].