LMCG Investments, LLC
LMCG Investments, LLC is an independent, employee-owned investment management firm headquartered in Boston, Massachusetts. The firm specializes in alternative investments and wealth management, providing a wide range of strategies and solutions to institutional investors, advisors, and private clients worldwide. Founded in 2000, LMCG manages billions in assets and employs over 40 professionals with an average of 25 years of investment experience. The firm's services range across global equity, fixed income, and absolute return/relative value credit strategies.
Investment Strategy
LMCG Investments pursues a broad array of global equity, fixed income, and absolute return/relative value credit strategies, focusing on delivering best-in-class results for institutional, advisor, and private clients. The firm is committed to aligning its interests with those of its clients, believing this alignment is essential for achieving long-term success. Their philosophy emphasizes independent thinking, comprehensive analysis, and a focus on risk-adjusted returns across various market environments.
Top Holdings
Equity Positions (224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.25% | $83.8M | 168,547 | $309.64 | $497.41 | +$18.4M |
A AMZN | AMAZON COM INC | 4.04% | $64.4M | 293,672 | $158.81 | $219.39 | +$7.8M |
A AAPL | APPLE INC | 3.40% | $54.2M | 264,010 | $175.11 | $205.17 | -$5.1M |
J JPM | JPMORGAN CHASE & CO. | 3.04% | $48.6M | 167,501 | $136.57 | $289.91 | +$5.8M |
G GOOGL | ALPHABET INC | 2.61% | $41.7M | 236,563 | $139.61 | $176.23 | +$3.6M |