Philosophy

LIM's investment philosophy is based on the premise that outperformance can be delivered consistently by focusing on the risks to a portfolio.  Investors are best served by avoiding securities which significantly underperform and by reducing volatility through rigorous research and diversification.  Our approach is based on protecting our clients’ assets from the downside risks in the market.

LIM operates under the following principles:

  • Customize solutions tailored to our clients’ needs
  • Collaborate with clients to form responsive and rewarding relationships with direct access to the investment team
  • Capitalize on a wider, diverse range of investment opportunities available to boutique managers
  • Earn attractive, lower volatility returns consistently
  • Engage employees in an environment that properly motivates and incentivizes the entire team