Institutional Investor – Managed Accounts

Institutional investor managed accounts provide LHA with flexibility, particularly with respect to structure and the use of derivatives. LHA is able to implement its equity strategies by focusing exposure based on a notional measure, which may lessen the initial cash margin requirements for a particular account. Moreover, institutional managed accounts often times provide the client with significant transparency and control on reporting requirements.

*f/k/a TCM U.S. Equity Smart Index Strategy. On or about August 4, 2021, the name of the strategy was changed from TCM U.S. Equity Smart Index strategy to Tactical Beta strategy. The change in strategy name was not accompanied by any change to the components of the investment strategy, the adviser, or the key principles involved but was simply a realignment in the naming convention.

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