PHILOSOPHY: We believe the greatest stability of alpha can be achieved by combining high conviction investment managers whose approaches are diversified. PROCESS: The portfolio construction process is designed to integrate selection, asset allocation and risk management to deliver customized solutions to every client. We utilize a universe of conviction ranked and approved entrepreneurial investment managers, typically with AUM of $2 billion or less. PRODUCTS: Every Legato product represents the solution to a discrete client challenge. FUNDED STRATEGIES: - Small Cap Core - Small Cap Growth - Micro Cap Core - Large Cap Core - Global Opportunities - International Small Cap - Emerging Markets
PHILOSOPHY: We believe the greatest stability of alpha can be achieved by combining high conviction investment managers whose approaches are diversified. PROCESS: The portfolio construction process is designed to integrate selection, asset allocation and risk management to deliver customized solutions to every client. We utilize a universe of conviction ranked and approved entrepreneurial investment managers, typically with AUM of $2 billion or less. PRODUCTS: Every Legato product represents the solution to a discrete client challenge. FUNDED STRATEGIES: - Small Cap Core - Small Cap Growth - Micro Cap Core - Large Cap Core - Global Opportunities - International Small Cap - Emerging Markets
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 2004
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 111 Pine Street CA San Francisco
- City
- San Francisco
- Region
- California
- Postal Code
- 94111
- Country
- United States
