LHA Volatility-Linked Strategies

Our strategies seek to provide institutional investors, financial advisors and portfolio managers with non-correlated returns and a path to lessen the impact of market disruptions, while providing meaningful participation in calm or rising markets.

For Institutional Investors, Wealth Advisors, and Portfolio Managers

Investors have long appreciated the importance of alternative investments, particularly those that focus on alpha production and offer meaningful diversification. Little Harbor focuses on these very categories, delivered in Separately Managed Accounts, ETFs, and private funds.

Learn More About Tactical Investing

If you have concerns about market volatility and loss of investment capital or questions about risk management or true portfolio diversification then talk to us. We manage strategies designed to deliver risk-responsive returns.

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Discuss

For Wealth Managers Only

Set up a time to speak with a Senior Little Harbor Partner or Portfolio Manager. We would be happy to share our story and provide our insights into current market risks and tools to mitigate those risks.

Research

Visit Our Education and Research Center

Little Harbor is a sponsor of educational programs for CFPs, CFAs and CAIAs, having delivered over 40 live and virtual presentations in the last 30 months. Visit lharesearch.com for information and resources.

Learn

An Invitation for Wealth Advisors

View a list of our upcoming webinars. Our Portfolio Managers will discuss how they navigate volatile markets and seek to participate in calm or rising markets.

Schedule a Meeting
View Our Research
View Our Webinars

Further Reading

Institutional Investors
For Wealth Advisors
Market State Shares®

For Individual Investors

LHA is an institutional-focused investment advisor and asset manager. We do not solicit investment from individual investors but work with those firms and financial advisors who provide advice to individuals. If you are an individual investor, we invite you to visit our knowledge center at www.lharesearch.com or share this with your financial advisor.

Contact Us

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    About Little Harbor Advisors

    Little Harbor Advisors, LLC (LHA) is a boutique investment firm with a focus on tactical strategies and innovative investment structures for institutional investors, wealth advisors, and portfolio managers.

    Born of a family office focused on alternative investments, LHA makes its home in the America’s Cup Building in Marblehead, Massachusetts, formerly the headquarters of Hood Sails, a pioneer in yacht sail technology. Ted Hood won the America’s Cup challenge in 1973 followed in 1976 by Ted Turner, both powered by Hood sails and sail systems. The professionals at LHA seek to discover and understand challenges that investment advisors, institutional investors and portfolio managers face with respect to beta-rich investment products and the challenges of finding a suitable exposure and allocation between various markets in varying market conditions and inevitable bubbles. LHA responds to these challenges with tactical and tail-risk strategies using quantitative and human techniques.

    “Beta” refers to the volatility of a portfolio in comparison to the market as a whole.

    We believe that managing beta is a good source of alpha.

    Our philosophy