About Our Firm
What We Do
Our approach combines systematic statistical analysis with the experience and judgment of seasoned portfolio managers. Through our equity, volatility management, and alternative strategies, we seek to deliver differentiated sources of return while emphasizing downside risk management, diversification, and long-term capital preservation.
We offer institutional-quality investment solutions through separately managed accounts (SMAs), ETFs, private fund structures, and research services. Our strategies are designed to serve as either complementary portfolio allocations or core exposures within tactical asset allocation portfolios.
Our Strategies
Our Tactical Beta and Tactical Q strategies combine core equity exposure to the S&P 500 and Nasdaq-100 (QQQ), respectively, with actively managed tactical VIX hedging strategies. Drawing on more than a decade of experience in volatility and VIX-based investing, these strategies seek to enhance upside participation while mitigating the impact of severe market declines and periods of elevated volatility. Through a disciplined, risk-responsive approach, the strategies aim to provide investors with improved upside/downside asymmetry compared to traditional long-only or static hedged equity allocations.
Dedicated Short Strategies
Little Harbor Advisors has been involved in dedicated short investing through institutional short-only structures managed by experienced investment professionals. We believe dedicated short exposure can play an important role during periods of market dislocation, excessive speculation, and deteriorating fundamentals. Our short strategies are designed to provide institutional investors with access to experienced short managers within a disciplined, risk-aware framework focused on capital preservation, portfolio diversification, and opportunistic downside capture.
Research & Market Intelligence
Through our MOTR (Momentum and Trend) research platform, Little Harbor Advisors provides investors with systematic market analysis grounded in trend-following principles and proprietary models across multiple timeframes. Our research offerings include weekly reports, monthly market checkups, and timely commentary focused on identifying evolving opportunities and risks across global markets.
In addition to the research platform, Little Harbor Advisors also offers an institutional portfolio that implements these strategies through a limited partnership structure designed for qualified institutional investors.
The Team
LHA professionals have an average of 26 years business and investment experience, including in the related fields of portfolio management, venture capital, private equity, hedge funds, investment banking, securities law, mergers & acquisitions, and business formation & operations. This combination of experience is brought to bear in developing alternative investment strategies.
John Hassett
Chief Executive Officer
Jeff Landle, CFA®
Chief Investment Officer & Managing Principal
Moses Grader
Chief Operating and Risk Officer & Managing Principal
Justin Long
Chief Compliance Officer
Richard Tomney
Joseph Ferrara
Stephanie Kinne
Director – Client Services and Media Contact
Gene Jones
Senior Associate
Liam Coughlin
David Lundgren, CFA®, CMTCFA®
Chief Market Strategist & Portfolio Manager
Gavin Lundgren
D. Matthew Thompson, CFACFA®
Michael A. Thompson, CFA®
Frank Teixeira
Nate Kopikar
Parker Quillen
Mike Wilkins
Frank Longman
We believe true diversification and risk management is not achievable from within a style-box but from strategies outside of a style-box.
CFA®is a registered trademark of the Chartered Financial Analyst Society. CMT®is a registered trademark of the Chartered Market Technician Association.