Your Investment Journey

Leading the Way

 

Lightship Capital Management leads the way by:

  • placing your interests first
  • striving to provide unbiased, objective advice
  • identifying your goals, needs and resources through an intensive discovery process
  • developing a dynamic plan based on your resources and life cycles
  • helping you understand and manage risks through a disciplined investment approach
  • using sound tools and technology, supporting holistic client-centered strategies

 

Experience

At Lightship Capital Management, we have analyzed a wealth of historical capital market data, evaluated hundreds of institutional money manager strategies, and experienced the real-time results of dozens of potential  portfolio combinations – all in search of those investment strategies  that we feel deliver the most attractive and consistent risk and return  characteristics for our clients.

 

Diversified, Low-Correlation Portfolios

We believe investing in a highly diversified portfolio can be a more consistent, successful and lower-risk investment strategy than choosing any single security type. We understand how important it is to select the right blend of assets for your portfolio. By choosing low-correlation asset classes – types of securities that perform differently under identical market  conditions – your assets can have a better opportunity to work for you, regardless of which, when or how long they come in to favor.

Active and Passive Strategies

Mixing low-cost index securities for broad market exposure with intelligent selection of active managers may potentially diversify risk, producing return patterns within a desirable risk profile. 

 

Global Fixed Income: Fixed-income investors do not have an ownership stake in the company but act as lenders of capital. In exchange for interest, fixed-income investors lend their money to firms. Global fixed income can involve lending capital to institutions, governments and corporations not located within the US.

High Yield, Convertible Stock: A high-yield bond is a bond with a lower than investment-grade credit rating. Because of the higher risk of default, these bonds pay a higher yield than investment grade bonds. A convertible bond is a type of high yield bond that can be converted into a predetermined amount of the company's equity at certain times during its life, usually at the discretion of the bondholder.

Emerging Market Equity, Debt: Emerging market equity includes securities of companies located in less-developed regions of the world. Emerging Market debt (EMD) is a term used to encompass bonds issued by less developed countries.

Commodities, Global Natural Resources: Investments in raw materials or companies involved in the natural resources industries. 

Alternative Long/Short, Market Neutral: Long/short equity is an investment strategy that generally involves buying long equities that are expected to increase in value and selling short equities that are expected to decrease in value. Equity-market-neutral is a strategy that seeks to exploit investment opportunities unique to some specific group of stocks while maintaining a neutral exposure to broad groups of stocks defined, for example, by sector, industry, market capitalization, country, or region.

Public Real Estate: a Real Estate Investment Trust, also known as a REIT, is a type of security that invests in real estate through property or mortgages and often trades on major exchanges.

Source: Investopedia

 

Disciplined Rebalancing

As portfolio srategies age, the value of different asset classes can fluctuate, causing exposures to drift above or below intended targets. Our strategies are designed to rebalance on a disciplined basis, using a systematic and thoughtful process