Levitt Capital Management LLC

Bridging Old and New Economies — The LCM Advantage

Levitt Capital Management LLC (“LCM”) is a trusted wealth manager for affluent families around the world. The firm’s investment strategy hinges on relentless analysis and monitoring of global economic trends to identify and capitalize on distinctive investment themes disclosed by such trends.

Driven by the accelerating force of globalization, emerging countries are achieving unprecedented levels of “global” socio-political awareness that is unavoidably causing the emergence of new economic trends and activities. LCM’s advantage lies in its in-depth knowledge of numerous cultures and hands-on ability to recognize the impact that emerging global trends will have on specific countries, their respective economies and industries.

LCM’s founder & Chief Investment Officer, Robert Levitt, is setting a new standard for the wealth management profession. He identifies global investment themes and maintains that the extraordinary convergence of emerging economies towards more capital-driven ones creates a wealth of remarkable investment opportunities. As geographical boundaries rapidly lose their historical relevance, LCM structures investment portfolios that seek to interpret the complexity of this emerging single system by focusing on its global impact and themes, rather than targeting specific geographic regions or traditional industry sectors.

LCM’s proven track record in consistently identifying and successfully exploiting such global themes rests on four distinctive factors:

•  The firm’s detailed understanding of cultures and events
•  Its ability to leverage resources and attain an intimate level of knowledge of a foreign company, the culture, economic environment and country in which it operates that is  possessed only by local institutional investors
•  A multicultural, multilingual analyst team with superior research skills and extensive knowledge of economies, industries and companies spanning the globe
•  LCM’s straightforward mission: generate absolute returns and preserve capital

Not too many money managers approach their foreign investments with “eyes wide open”. Their investment approach is often narrowly focused on single events that are separate from or do not contribute to shaping more notable global themes. Today’s economies are interdependent and rely on the global flow of capital. Mr. Levitt is keenly aware of these investing complexities. He immerses himself in the social life, culture and language by electing to temporarily live in the countries in which he invests. This distinctive approach enables LCM to achieve a thorough understanding of a country’s changing economic landscape and its key drivers, which in turn empowers the wealth management team to implement educated investment decisions that create new value for its clients.

LCM is the wealth management firm that breaks the conformity among the crowd of money managers, as it implements a unique “eyes wide open” approach that proactively seeks to unearth investment themes at their inception stage and take advantage of them before they morph into more ordinary and less rewarding investment opportunities.

This faultlessly embodies LCM’s investment management style: to be the first one to awaken to, recognize, analyze and extract maximum value from complex and nascent global themes.
 
This is the true advantage that LCM offers to its clients.