Asset Classes


We offer expertise across all major asset classes, with investment teams situated around the world. The Loeon capabilities are grouped under five headings.

Equitities institutional


Independence is our greatest asset. We don’t invest with a “house view” toward equity markets. Portfolio managers and analysts are encouraged to express their individual, high-conviction ideas. By promoting independent thought, we cultivate unique viewpoints and meaningfully different portfolios than an index. We believe active investing, rooted in fundamental research, is the foundation for delivering alpha. Our independence is reflected in our products; we offer a wide variety of investment strategies because we believe there are multiple avenues to meeting clients' objectives.

Our culture encourages intellectual challenge and stimulating debate. Loeon’s global equity team harnesses the intellectual capital of some of the industry’s most innovative thinkers. Our investment talent operates in a collaborative environment that demands excellence and fosters constructive discourse to challenge – and ultimately strengthen – the ideas we bring to our clients. Healthy debate flourishes because our investment peers view each other as partners, united to grow the business and deliver great outcomes for our clients.

We measure success by a single factor: client outcomes. As a pure asset manager, our sole mission is to deliver consistent, long-term risk adjusted excess returns over our benchmarks and peers regardless of the prevailing investment landscape. Loeon aims to deliver not only market-leading risk-adjusted returns, but unique insights and unparalleled service.

business and finance, modern technologies, forex background


Harnesses stock price volatility as a source of excess returns and risk control. Intech applies its distinctive investment process to traditional equity, defensive equity and absolute return solutions.

Unlike conventional managers, Loeon’s investment process focuses on uncovering portfolio efficiency, not stock inefficiency. It relies on market observations, not market expectations; on advanced mathematics, not financial forecasts. Our differentiated approach attempts to deliver consistent and complementary outcomes for advisors, consultants and their clients worldwide.

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Loeon Income provides active asset management solutions to help our clients meet their investment objectives. Over the past four decades, our global investment teams have developed a wide range of product solutions to address our clients’ varied and evolving needs. From core and multi-sector investing to more focused mandates, we offer innovative and differentiated techniques expressly designed to support our clients as they navigate each unique economic cycle. The capabilities of these teams are available through individual strategies or combined in custom blended solutions.

While shared knowledge across teams and regions encourages collaboration and the debate of investment ideas, our investment teams are not bound by a top-down house view. Instead, each team retains a defined level of flexibility within a disciplined construct. Our portfolio construction processes are governed by a rigorous risk management framework with the intent of delivering stronger risk-adjusted returns. Further, we believe transparency is the foundation of true client partnerships; we seek to earn and maintain our clients’ confidence by delivering robust and repeatable investment processes and by providing firsthand insights from our investment professionals.

Capabilities - 5


Loeon Multi-Asset includes teams in the Cayman and US. In the Cayman, we have asset allocation specialists, traditional multi-manager investors, and those focused on alternative asset classes. In the US, our teams manage US and global asset allocation strategies.

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The Loeon Alternatives grouping includes teams with different areas of focus and approach. The Diversified Alternatives Team brings together a cross-asset class combination of alpha generation, risk management, and efficient beta replication strategies. These include multi-strategy, liquid alternatives, agriculture and global commodities/managed futures.