Individual Investors

Liquid Alternatives

INVESTMENT PHILOSOPHY/APPROACH

LMCG’s Global Equity team uses the same investment philosophy as its long-only strategies in managing the Global Market Neutral strategy. The strategy is based on a bottom-up, quantitative approach to investing intended to exploit market inefficiencies by establishing long positions in stocks that are considered attractive based on valuation, good growth prospects and high quality of earnings.  Positions that are considered unattractive on these metrics are shorted.  Unlike their long-only strategies, the team is able to capitalize on stocks they believe will outperform based on their stock selection model, and also on those they believe will underperform.  By selecting stocks based on a variety of metrics, the team is able to diversify the sources of alpha in the portfolio to achieve more stable returns and weather different market environments.

The strategy seeks to achieve long-term capital appreciation independent of market conditions and has a low correlation to other asset classes.  The process is designed to be dollar balanced between longs and shorts to provide minimal equity market exposure.  Its global reach increases opportunities for generating excess return and improves diversification and risk management.

Associated Strategies

  • GLOBAL MARKET NEUTRAL

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Portfolio Management Team

  • Gordon A. Johnson, PhD, CFA
    Managing Director, Global Equities

    Gordon Johnson is the lead portfolio manager for LMCG’s International strategies. Prior to joining LMCG in August 2006, Mr. Johnson spent six years at Evergreen Investments, where he served as senior portfolio manager and Senior Vice President/Director for the firm’s Global Structured Products group. Mr. Johnson developed the department’s domestic and international quantitative stock selection models and portfolio construction tools, and managed equity portfolios in the large-cap core, large-cap value, all-cap, small-cap core, small-cap growth, and EAFE asset classes. Prior to joining Evergreen, Mr. Johnson spent seven years at Colonial Management, where he served as portfolio manager for the Colonial Fund, a quantitative/fundamentally managed global mid-cap balanced fund and was Director and Vice President of Quantitative Research. He has also held teaching positions at the University of Massachusetts and California State University. Mr. Johnson is a graduate of California State University, holds an MBA from the University of Washington, Seattle and a PhD in Finance from the University of Massachusetts, Amherst. He is a CFA charterholder.

  • Shannon M. Ericson, CFA
    Portfolio Manager

    Shannon Ericson is a portfolio manager and analyst for LMCG’s International strategies. Prior to joining LMCG in August 2006, Ms. Ericson spent six years at Evergreen Investments Group, where she served as Vice President, Quantitative Equities Analyst for the firm’s Global Structural Products group. Ms. Ericson’s responsibilities included strategy design, new product development, and the rebalancing and optimization of portfolios. Prior to joining Evergreen, Ms. Ericson spent six years at Independence International Associates, Inc., where she served as Vice President, Quantitative International Equities and Marketing Officer, Quantitative International Equities. Prior to joining Independence International Associates, Inc., Ms. Ericson spent four years at Mellon Trust Company, where she served as Investment Communications Officer in the Private Asset Management Group. Ms. Ericson is a graduate of Bentley College and holds a BS in Finance and an MBA. She is a CFA charterholder.

  • Daniel M. Getler, CFA
    Analyst

    Daniel Getler is an analyst for LMCG’s International Strategies. He joined the firm in May 2010 as an Investment Administrator in the Operations group. Mr. Getler joined the International Team in January 2013 after working on several projects with the team. Prior to joining LMCG, Mr. Getler spent one year at Globe Tax Services, where he served as an International Tax Reclaim Specialist. Mr. Getler is a graduate of Oberlin College and holds an MS in Finance from Boston College. He is a CFA charterholder.

  • Chi Zhang, PhD
    Analyst

    Chi Zhang is a Quantitative Research Analyst for the Global Equity team. Prior to joining LMCG in April 2016, Mr. Zhang worked for the Global Equity team in the summer of 2015 and was responsible for researching stock selection factor ideas for the team. Mr. Zhang holds a PhD in Finance from the University of Massachusetts, Amherst. He holds a MS in Economics from the Renmin University of China and a BS in Economics from Sichuan University. He is a CFA Level III candidate and has passed CAIA Level I.

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Gordon Johnson is the lead portfolio manager for LMCG’s International strategies. Prior to joining LMCG in August 2006, Mr. Johnson spent six years at Evergreen Investments, where he served as senior portfolio manager and Senior Vice President/Director for the firm’s Global Structured Products group. Mr. Johnson developed the department’s domestic and international quantitative stock selection models and portfolio construction tools, and managed equity portfolios in the large-cap core, large-cap value, all-cap, small-cap core, small-cap growth, and EAFE asset classes. Prior to joining Evergreen, Mr. Johnson spent seven years at Colonial Management, where he served as portfolio manager for the Colonial Fund, a quantitative/fundamentally managed global mid-cap balanced fund and was Director and Vice President of Quantitative Research. He has also held teaching positions at the University of Massachusetts and California State University. Mr. Johnson is a graduate of California State University, holds an MBA from the University of Washington, Seattle and a PhD in Finance from the University of Massachusetts, Amherst. He is a CFA charterholder.

Shannon Ericson is a portfolio manager and analyst for LMCG’s International strategies. Prior to joining LMCG in August 2006, Ms. Ericson spent six years at Evergreen Investments Group, where she served as Vice President, Quantitative Equities Analyst for the firm’s Global Structural Products group. Ms. Ericson’s responsibilities included strategy design, new product development, and the rebalancing and optimization of portfolios. Prior to joining Evergreen, Ms. Ericson spent six years at Independence International Associates, Inc., where she served as Vice President, Quantitative International Equities and Marketing Officer, Quantitative International Equities. Prior to joining Independence International Associates, Inc., Ms. Ericson spent four years at Mellon Trust Company, where she served as Investment Communications Officer in the Private Asset Management Group. Ms. Ericson is a graduate of Bentley College and holds a BS in Finance and an MBA. She is a CFA charterholder.

Daniel Getler is an analyst for LMCG’s International Strategies. He joined the firm in May 2010 as an Investment Administrator in the Operations group. Mr. Getler joined the International Team in January 2013 after working on several projects with the team. Prior to joining LMCG, Mr. Getler spent one year at Globe Tax Services, where he served as an International Tax Reclaim Specialist. Mr. Getler is a graduate of Oberlin College and holds an MS in Finance from Boston College. He is a CFA charterholder.

Chi Zhang is a Quantitative Research Analyst for the Global Equity team. Prior to joining LMCG in April 2016, Mr. Zhang worked for the Global Equity team in the summer of 2015 and was responsible for researching stock selection factor ideas for the team. Mr. Zhang holds a PhD in Finance from the University of Massachusetts, Amherst. He holds a MS in Economics from the Renmin University of China and a BS in Economics from Sichuan University. He is a CFA Level III candidate and has passed CAIA Level I.

Vehicle(s) Offered:
Mutual Fund*

Foreside Fund Services, LLC is the distributor and the Trust’s principal underwriter of the LMCG Global Market Neutral Fund, 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 is the Fund Adviser for the LMCG Global Market Neutral Fund. The distributor is not affiliated with the Adviser or with 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.