Investment Objective
Seeks to achieve long-term capital appreciation and favorable risk-adjusted returns. The investment portfolio aims to invest in companies with sustainable competitive advantages, durable growth prospects, improving earnings, and strong free cash flow.
Typical Investor
Risk-neutral individuals seeking broader market exposure through blended US large-caps with the safeguard of active management to capitalize on market movements.
Investment Process
LHC’s dedicated investment team assures all securities held within Core+ align with our disciplined long-term approach focused on diversified exposure to fundamentally strengthening business models. When analyzing potential investment opportunities, precedence is awarded to companies offering the strongest returns on capital, downside protection, economic moats, and earnings quality. Idea generation is generally sourced via our multidimensional equity screening process accompanied by top-down macroeconomic analysis. Use of dynamic portfolio reporting systems, proprietary data bases, and Bloomberg Terminal Access allows our team to actively monitor and manage holdings with a high level of conviction.