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SAN DIEGO, May 08, 2017 -- The LM Capital Opportunistic Bond Fund (LMCOX) is now available at Charles Schwab & Co., Inc. The Fund is managed by LM Capital Group (www.lmcapital.com), an employee-owned minority business founded in 1989. John Chalker, the firm’s co-founder and Managing Director, and Mario Modiano, Senior Portfolio Manager, serve as the fund’s portfolio managers.
“The LM Capital Opportunistic Bond Fund offers a global fixed income investment opportunity that had previously only been available to our institutional clients,” says Luis Maizel, LM Capital’s co-founder and Senior Managing Director. “To enter the retail marketplace on the Charles Schwab platform is a milestone for our firm.”
LM Capital specializes in active, fixed income management using a top-down, macroeconomic approach supported by in-depth, bottom-up research to provide attractive risk-adjusted returns. By utilizing this methodology to assemble concentrated portfolios, the LM Capital Opportunistic Bond Fund seeks to achieve a total return that exceeds its benchmark, the Bloomberg Barclays U.S. Aggregate Index, over a three- to five-year market cycle.
About LM Capital
LM Capital was founded to provide investors with fixed income investment management services. The firm is an employee-owned minority business with consistent senior management servicing public funds, corporations, foundations, and individual investors.
Currently, LM Capital Group manages seven fixed income strategies: Short Term, Intermediate, Active Core, Opportunistic Core (Core Plus), Enhanced Return, Opportunistic Credit and Emerging Market Debt.
Disclaimer
The LM Capital Opportunistic Bond Fund (LMCOX) is distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Dr., Oaks, PA 19456. The Fund is managed by LM Capital Group, LLC. SIDCO is not affiliated with LM Capital or its affiliates.
There is no guarantee the fund will achieve its stated objective. There are risks involved with investing, including loss of principal.
To determine if this Fund is an appropriate investment, carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling: 866-330-1111. Please read the prospectus carefully before investing.
Contacts Investment advisors: Johnita Mizelle 750 B St., Suite 3010 San Diego, CA 92101 [email protected] / 619-814-1401 www.lmcapital.com Members of the Media: Joseph Finora Sondhelm Partners [email protected] / 631-680-7870 www.sondhelmpartners.com
