Meet the Portfolio Managers

LHA Portfolio Managers are Chartered Financial Analyst (CFA) and have significant careers in traditional and alternative portfolio management. This team has decades of traditional, alternative, and long- short experience, navigating every major cycle of the past 20 years. We believe you will find LHA portfolio mangers to be both transparent and able to share their process in client-friendly terms.

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Alpha Seeker, Tactical Beta, and Tactical q Strategies

Portfolio Managers:
Mike Thompson, CFA and Matt Thompson, CFA

7

Risk Managed Income strategy

Portfolio Managers:
Kevin Grimes, CFA, Joe Benoit, CFA and Chris Deeley, CFA

7

MOTR Long-Short strategy

Portfolio Manager:
David Lundgren, CMT CFA

We believe that tactical adjustments around beta are good sources of alpha.

CFA®is a registered trademark of the Chartered Financial Analyst Society. CMT®is a registered trademark of the Chartered Market Technician Association.