Mount Lucas offers three distinct investment strategies for clients who are seeking diversification,
liquidity, and rigorous risk management. These strategies provide access to a range of asset classes, market segments, and
investment styles through transparent, flexible investment vehicles.
Within each strategy, Mount Lucas provides specifically targeted funds and
investment programs. These targeted investments feature a subset of the asset classes, markets, or
investment styles of the broader strategy. This focalization enables clients to more closely tailor their
investments with Mount Lucas to their unique needs, investment objectives and risk thresholds.
Clients can invest in an existing fund or program, or can work with Mount Lucas principals to develop a
customized program within one or more of our strategies.
contact Mount Lucas
directly for more information.
- A global macro strategy trading in the world’s major asset classes and financial markets.
- A diversified index of the major futures markets, including commodities, currencies, and global fixed income.
MLM Focused Equity™
- A large cap equity strategy that selects stocks from the S&P 500 based on value and momentum criteria.