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Data Technology

Technology & Portfolio Management

 

LHG is committed to creating and delivering innovative investment solutions that safely compound investor capital, which is best exemplified by our partnership with some of the most sophisticated Order & Execution Management System (OEMS) providers in the world.

 

 

Portfolio Management System

LHG's Separately Managed Account (SMA) products trade on a pari passu basis with the flagship fund (the "Fund"), thanks to our order & execution management technology, which automatically sends trade orders from the Fund to all SMA clients' brokerage accounts.

How It Works

Flagship Fund

(€500M)

Portfolio Manager

Buys 100 E-Mini S&P 500 Futures (ES) for the Fund

Order & Execution Management System

Investor 1

(€50M Account)

Automatically buys 10 ES

Investor 2

(€5M Account with 200% volatility)

Automatically buys 2 ES

Investor 3

(€100M Account)

Automatically buys 20 ES

 

 

Managed Accounts: The Benefits

 

Transparency • Flexibility • Control • Tax

  • Separate brokerage account with the client having direct ownership of the assets held in the account

  • Substantially lower minimum investments compared to commingled funds due to technology & automation

  • Accounts can be adjusted for higher/lower volatility

  • Notional funding available for certain qualified sophisticated investors*

  • Elimination of “adjacency risk”

  • SMAs allow investors to offset capital losses against capital gains by using individual securities within the account

*subject to LHG management team's acceptance

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