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Investment Philosophy

Little Harbor seeks first to understand particular investor challenges that relate to expense, structure, holdings transparency, performance, and risk, then seeks to develop solutions for each challenge. This solution-based approach reflects Little Harbor’s mature appreciation for the ever-changing market environment and the evolving state of investment products.

One size does not fit all when it comes to investment strategies and products. Stocks, bonds, cash, or style-box allocation models have failed in times of stress and volatility. For example, during the run-up to 2008 alternative products that anticipated the building risks and presented an alternative to market beta (e.g. systematic global macro strategies) out-performed their peers during the “financial crisis”. But, from mid-2009 to mid-2015, relying on beta through index investing proved to be the a rewarding approach to return-on-investment, with the S&P 500 performance rising significantly between April 2009 and August 2015.

Little Harbor solutions are designed to provide diversification away from style-box portfolios for both investors and portfolio managers seeking to differentiate, protect assets and enhance performance.

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