Levitt Capital Management LLC

An Investment Process Rooted in Capital Preservation and Absolute Returns  

True global thematic investing is an innovative strategy utilized only by a handful of portfolio managers. It seeks to capitalize on the changes sweeping across the globe brought about by broader investment themes.

Thematic investing hinges on the in-depth analysis of a blend of fundamental, macro economic and macro political dynamics to identify companies favorably poised to derive maximum benefit from the structural, technological, socio-economic and cultural changes reshaping the global economy. Some of LCM’s past themes included growing affluence in the developing world, aging population, growing agricultural needs, technology and urbanization.

LCM’s thematic approach seeks to capture the major cyclical and structural influences on the world’s economies and stock markets at the inception of their development. The related social, demographic, economic and industry investment themes, deemed by LCM’s investment team as asymmetric opportunities in its clients’ favor, determine the magnitude and overall strategic direction of the portfolio.

LCM’s thematic equity investment process is comprised of four distinctive steps:

1.  Identify broad structural changes that will fundamentally alter the structure of economies and industries;
2.  Analyze the impact of socio, economic, political and technological factors and attain a solid understanding of the implication derived from the convergence of such forces;
3.  Develop investment themes that single out industries that will be positively impacted by the changes; and
4.  Identify and invest in companies within such industry sectors best positioned to capitalize on such changes.

As we understand the importance of discovering and maximizing new global investment opportunities while being mindful of risk, LCM’s successful track record provides our clients with an indisputable proof of our wealth management capabilities and strict adherence to a rigorous investment discipline. 

LCM’s invests globally in publicly traded stocks. Traditionally, our portfolios consist of of individual securities purchased directly on foreign or domestic exchanges. Portfolios might be 100% allocated to U.S. equities, 100% invested in foreign equities, or potentially 100% invested in money market instruments. In addition, we may elect to hold any combination of currencies, commodities, global fixed income and global equities.

Client portfolios are designed around very tightly focused themes, are style agnostic and seek to generate absolute return while preserving capital. We recognize that significant and profitable investment themes are not a frequent recurrence. Consequently, we draw on the superior quantitative, global fundamental research capabilities and macro-economic insight of our team to attain a rapid and exhaustive understanding of emerging trends and their potential to yield rewarding opportunities.

Levitt Capital Management, LLC portfolios do not use benchmarks to evaluate performance.