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For Institutional Investors:

Long-Term Growth With Low Correlation To Traditional Strategies

LIFG aims to capture long-term growth in the public markets by investing in disruptive innovation. We believe that over a full-market cycle we can provide attractive performance with low correlations of relative returns to traditional strategies.

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LIFG Believes Disruptive Innovation Is Key To Growth

LIFG defines disruptive innovation as the introduction of a technologically enabled product or service that should transform economic activity by creating simplicity and accessibility while driving down costs. Despite its potential, the full magnitude of disruptive innovation and the investment opportunities it creates often are unrecognized or misunderstood by traditional investors.

experience in innovation investing

LIFG’s Investment Team Is Rooted In Experience

LIFG is rooted in over some years of experience in identifying and investing in disruptive innovations that should change the way the world works and deliver outsized growth as industries transform. LIFG’s CIO and Director of Research have worked together for almost 15 years and recognize that disruptive innovation demands a dynamic and universal approach.

innovation research

LIFG Utilizes An Open Research Ecosystem

LIFG believes that a combination of top-down and bottom-up research allows it to size the investment opportunity of disruptive innovation, and then detect and evaluate companies best positioned to benefit. To gain a deeper understanding of quickly changing themes, LIFG employs an open research approach to gather information, both helping to define and refine its internal research process.

active management, innovation portfolio management

LIFG Actively Manages High Conviction Portfolios

LIFG believes that its investment process and active management of high-conviction portfolios capitalizes on rapid change and avoids industries and companies likely to be displaced by innovation. LIFG uses its own scoring system to continuously value companies and monitor the underlying investment thesis. As scores change, LIFG’s Investment Team adjusts stock positions in the portfolio.

innovation is key to growth, LIFG Invest

LIFG Believes Disruptive Innovation Is Key To Growth

LIFG defines disruptive innovation as the introduction of a technologically enabled product or service that should transform economic activity by creating simplicity and accessibility while driving down costs. Despite its potential, the full magnitude of disruptive innovation and the investment opportunities it creates often are unrecognized or misunderstood by traditional investors.

experience in innovation investing

LIFG’s Investment Team Is Rooted In Experience

LIFG is rooted in over some years of experience in identifying and investing in disruptive innovations that should change the way the world works and deliver outsized growth as industries transform. LIFG’s CIO and Director of Research have worked together for almost 15 years and recognize that disruptive innovation demands a dynamic and universal approach.

innovation research

LIFG Utilizes An Open Research Ecosystem

LIFG believes that a combination of top-down and bottom-up research allows it to size the investment opportunity of disruptive innovation, and then detect and evaluate companies best positioned to benefit. To gain a deeper understanding of quickly changing themes, LIFG employs an open research approach to gather information, both helping to define and refine its internal research process.

active management, innovation portfolio management

LIFG Actively Manages High Conviction Portfolios

LIFG believes that its investment process and active management of high-conviction portfolios capitalizes on rapid change and avoids industries and companies likely to be displaced by innovation. LIFG uses its own scoring system to continuously value companies and monitor the underlying investment thesis. As scores change, LIFG’s Investment Team adjusts stock positions in the portfolio.

How To Utilize LIFG’s Strategies Within A Portfolio

Disruptive innovation has the potential to be the main driver of long-term growth over the next decade. We believe your financial wellness should benefit.

growth investing, innovation key to growth, technology exponential growth

Source For Growth

Suited for investors who seek long-term growth by accessing companies at the forefront of disruptive innovation in some of the most promising areas of the economy.

risk reward, technology investing

Long-Term Risk-Reward

Suited for investors that have a moderate-to-high risk profile and intend to stay invested for the medium-to-long term. LIFG believes it will outperform broad benchmarks over the course of a full-market cycle.

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Portfolio Diversification

Suited for investors who want to diversify their existing portfolio with strategies that offer low correlation to a number of core asset classes held in most portfolios.

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