Individual Investors

Global

INVESTMENT PHILOSOPHY/APPROACH

Global Multicap

LMCG Global MultiCap is a multi-strategy portfolio managed by the LMCG Asset Allocation team offering broad diversification by investing across geographies, asset classes, investment styles, market sectors and company capitalizations. The investment team selects securities from a mix of actively managed LMCG investment strategies in a manner that they believe will best capture a team’s excess return over time. Through experienced stock selection and advanced risk management techniques, our multi-asset global expertise provides investors with a single core equity portfolio that seeks to deliver long-term capital appreciation through a globally diversified equity portfolio. We believe our competitive advantage lies in the combination of independent and highly skilled investment teams working in tandem with an experienced Asset Allocation team which aims to harness the best elements of each investment discipline and capitalize on value added allocation opportunities over time.

Global Balanced

LMCG Global Balanced is an asset allocation strategy managed by the LMCG Asset Allocation team that utilizes the underlying actively-managed sub-strategies of LMCG managed by separate teams to gain exposure to the global equity and fixed income markets. The strategy is based on a long-term allocation of 65% global equities and 35% fixed income. These weights may change depending on our forecast for the markets. The strategy provides investors with a single core balanced portfolio that seeks to deliver long term capital appreciation through a globally diversified portfolio. For global equity exposure, the team utilizes the LMCG Global Multi Cap strategy, which offers broad diversification across equity asset classes, investment styles, market sectors and company capitalization ranges. Through tactical allocation, we strive to consistently add value over the stated benchmark during changing market environments. For fixed income exposure, the team utilizes either the LMCG Core Bond or LMCG Municipal Bond strategies which take an active, multi-sector investment approach that seeks to maximize after tax returns while preserving capital.

Associated Strategies

Portfolio Management Team

  • Jeffrey P. Davis, CFA
    Chief Investment Officer

    Jeffrey Davis serves as Chief Investment Officer of LMCG. Mr. Davis created and co-manages the Global Multi Cap Strategy. Prior to joining the firm in April 2005, Mr. Davis was the Chief Investment Officer and Managing Director for Rockefeller & Co. (now Rockefeller Financial Services) in New York. He joined The Boston Company (now Panagora Asset Management) in 1987 as a portfolio manager with their International Investments team. At Panagora, he created and managed the Emerging Markets Active Equity strategy and was a part of the team that developed the Global Tactical Asset Allocation and Tactical Country Selection strategies. In 1992 Mr. Davis joined State Street Global Advisors (SSgA), where he led the development and management of the International Growth Opportunities Fund and the IFC Emerging Markets Funds – the first commercial emerging markets index fund. Mr. Davis is a graduate of Duke University, holds an MBA from The Owen Graduate School of Management at Vanderbilt University and is a CFA charterholder.

  • Dan Singh, CFA
    Portfolio Manager

    Dan Singh, CFA, serves as Portfolio Manager at LMCG. Prior to joining the firm in August 2011, Mr. Singh was an analyst at Fidelity Management & Research Company in Boston. While at Fidelity he was responsible for conducting research and analysis in support of Fidelity’s global asset allocation portfolios. Prior to joining Fidelity in 2007, Mr. Singh held analyst positions at State Street Corporation and EMC Global Financial Services. Mr. Singh is a graduate of Stonehill College, holds an MBA from the Carroll School of Management at Boston College and is a CFA charterholder and member of The Boston Security Analysts Society.

  • Matthew Guleserian, CFA
    Portfolio Manager

    Matthew Guleserian is responsible for constructing and managing investment portfolios for institutions and high net worth individuals. His particular expertise is in fixed income strategy and portfolio management. Prior to joining LMCG, he worked as a portfolio manager for Citizens Financial Group, White Mountain Advisors LLC, and previously for David L. Babson & Company, Inc. Mr. Guleserian holds a B.S. degree in Finance and Investments from Babson College and an M.B.A. with a concentration in Finance from Babson’s Graduate School of Business. He is also a Chartered Financial Analyst. He is a member of the Boston Security Analysts Society and the CFA Institute, and is a past-president and board member of the Fixed Income Management Society of Boston.

  • Christopher Sabo, CFA
    Analyst

    Christopher Sabo serves as an Associate Portfolio Manager and Research Analyst at LMCG. Prior to joining LMCG, Mr. Sabo served as a portfolio analyst at Standish Mellon where he was responsible for trade implementation and asset allocation across Global and Opportunistic strategies. Prior to joining Standish in 2012, he was a Financial Advisor at JPMorgan. Mr. Sabo holds his B.S. degree with concentrations in Finance and Entrepreneurship from Babson College and is a CFA charterholder and member of The Boston Security Analysts Society.

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Jeffrey Davis serves as Chief Investment Officer of LMCG. Mr. Davis created and co-manages the Global Multi Cap Strategy. Prior to joining the firm in April 2005, Mr. Davis was the Chief Investment Officer and Managing Director for Rockefeller & Co. (now Rockefeller Financial Services) in New York. He joined The Boston Company (now Panagora Asset Management) in 1987 as a portfolio manager with their International Investments team. At Panagora, he created and managed the Emerging Markets Active Equity strategy and was a part of the team that developed the Global Tactical Asset Allocation and Tactical Country Selection strategies. In 1992 Mr. Davis joined State Street Global Advisors (SSgA), where he led the development and management of the International Growth Opportunities Fund and the IFC Emerging Markets Funds – the first commercial emerging markets index fund. Mr. Davis is a graduate of Duke University, holds an MBA from The Owen Graduate School of Management at Vanderbilt University and is a CFA charterholder.

Dan Singh, CFA, serves as Portfolio Manager at LMCG. Prior to joining the firm in August 2011, Mr. Singh was an analyst at Fidelity Management & Research Company in Boston. While at Fidelity he was responsible for conducting research and analysis in support of Fidelity’s global asset allocation portfolios. Prior to joining Fidelity in 2007, Mr. Singh held analyst positions at State Street Corporation and EMC Global Financial Services. Mr. Singh is a graduate of Stonehill College, holds an MBA from the Carroll School of Management at Boston College and is a CFA charterholder and member of The Boston Security Analysts Society.

Matthew Guleserian is responsible for constructing and managing investment portfolios for institutions and high net worth individuals. His particular expertise is in fixed income strategy and portfolio management. Prior to joining LMCG, he worked as a portfolio manager for Citizens Financial Group, White Mountain Advisors LLC, and previously for David L. Babson & Company, Inc. Mr. Guleserian holds a B.S. degree in Finance and Investments from Babson College and an M.B.A. with a concentration in Finance from Babson’s Graduate School of Business. He is also a Chartered Financial Analyst. He is a member of the Boston Security Analysts Society and the CFA Institute, and is a past-president and board member of the Fixed Income Management Society of Boston.

Christopher Sabo serves as an Associate Portfolio Manager and Research Analyst at LMCG. Prior to joining LMCG, Mr. Sabo served as a portfolio analyst at Standish Mellon where he was responsible for trade implementation and asset allocation across Global and Opportunistic strategies. Prior to joining Standish in 2012, he was a Financial Advisor at JPMorgan. Mr. Sabo holds his B.S. degree with concentrations in Finance and Entrepreneurship from Babson College and is a CFA charterholder and member of The Boston Security Analysts Society.

Global MultiCap Vehicle(s) Offered:
Separate Account: LMCG Global MultiCap is offered to investors as a separate account with a minimum account size of $500,000

Mutual Fund*

Foreside Fund Services, LLC is the distributor and the Trust’s principal underwriter of the LMCG Global MultiCap Fund (GMCIX, GMCRX), and acts as the Trust’s distributor in connection with the offering of Fund shares. The Distributor may enter into arrangements with banks, broker-dealers and other financial intermediaries through which investors may purchase or redeem shares. LMCG Investments, LLC (“LMCG”) is the Fund Adviser for the LMCG Global MultiCap Fund. The distributor is not affiliated with the Adviser, Atlantic or their affiliates.

For more information, please refer to the fund’s prospectus and SAI which can be found on the LMCG Funds website: http://lmcgfunds.com .

Global Balanced Vehicle(s) Offered:
Separate Account: LMCG Global Balanced is offered to investors as a separate account with a minimum account size of $750,000

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