Investor Summary

Luis Maizel co-founded LM Capital Group in 1989 alongside John Chalker to provide fixed income investment management services to institutional investors. Maizel brings extensive academic credentials including a Master of Science in Industrial Engineering from the National University of Mexico and an MBA from Harvard University where he graduated as a Baker Scholar. He was recognized in Latino Leaders Magazine's 101 Most Influential Latinos of 2025 list and leads what is described as 'the largest Hispanic, fixed income manager in the country.' Under his leadership, LM Capital has grown to manage over $6 billion in assets while maintaining a 99% employee-owned structure and achieving an average client tenure of 15 years. The firm serves major institutional clients including state retirement systems, Taft-Hartley funds, and endowments.

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Fund Strategy

LM Capital Group's investment philosophy has remained unchanged since 1989 and is grounded in the conviction that macroeconomic trends are the primary driver of fixed income returns. The firm's philosophy centers on the belief that money is a commodity, with pricing governed by supply and demand dynamics influenced by global factors. Central to LM Capital's approach is a conservative investment philosophy responsible for producing demonstrable downside protection over many market cycles, combined with strategic allocations to emerging market debt that contribute to differentiated downside protection and risk-return characteristics. The firm employs a proprietary macroeconomic methodology using an economic Matrix and Trend Identification Score to determine duration positioning and sector allocations.

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FUND PERFORMANCE AS OF

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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