White Papers

At LIM, our goal is to provide strong risk-adjusted returns within the framework of our clients’ investment objectives. Meeting performance objectives demands that risk be scrutinized for each investment decision. We accomplish this through rigorous bottom-up, proprietary analysis focused on credit fundamentals, relative valuation and market technicals. This risk management guideline has been applied to our customized portfolio strategies for over 30 years. 

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As the SRI and ESG landscape continues to develop, we take a look at the history of responsible investing and the direction it has taken in recent decades.  We also explore the application of SRI and ESG principles to fixed income investing.  This covers not only the credit sector, but the options for application across all sectors.  

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