Our investment solutions are designed for investment professionals and individual investors who are seeking to achieve better diversification and the potential for reduced risk within their portfolios. Our conviction in telling the low-correlating investment story is a strong driving force for our firm. Even our name, LoCorr, spotlights our focus and belief in the necessity of these strategies for a healthy portfolio.
LoCorr offers a growing family of mutual funds, and distributes numerous alternative investment products to a wide network of investment firms. We continually seek to bring innovative strategies to a broad range of investors to help them navigate the increasingly complex investment environment. Now available in a variety of structures and strategies, they are accessible to all investors – not just institutions or the ultra-wealthy.
Put Low-Correlating Solutions to Use
How do low-correlating solutions help?
They have the potential to:
Generate returns differently than traditional stocks and bonds
Help provide greater diversification
Provide exposure to strategies whose expected returns do not correlate with traditional investments
Mitigate downside risk
Improve long-term return potential
A Study of Different Low-Correlating Solutions
There are many types of low-correlating strategy solutions, including:
The information that follows on various low-correlating options is summarized, so be sure to consult your financial advisor for more information before investing.
Why are Low-Correlating Solutions Gaining Favor with Universities and Endowments?
Some of the brightest investment minds are employed by large college and university endowments. These institutions historically allocated the vast majority of their portfolios to traditional investments.
As they have sought to reduce risk, grow and preserve capital, and meet their investment objectives, the investment focus of larger endowments ($1 billion and above) has shifted to a greater allocation of low-correlating assets. The pie charts below illustrate how these endowments have changed the way they invest, embracing low-correlating investments while reducing exposure to traditional stocks and bonds.
The good news is many of those low-correlating investment solutions are now available to all investors.
Source: NACUBO.org. Data is based on endowments with greater than $1billion in investment assets.
Click here for important disclosure and definition information.
Mutual fund investing involves risk. Principal loss is possible.
The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by clicking here or a free-hard copy is available by calling 1.855.LCFUNDS. Read it carefully before investing.
The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
The LoCorr Funds are distributed by Quasar Distributors, LLC.
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