Helping Investors Diversify for Better Investment Outcomes
Founded in 2003 on the belief that non-traditional investments with low correlation to stocks and bonds can increase diversification, reduce risk, and enhance portfolio returns, LoCorr offers a family of mutual funds and expertise in blending low-correlation investment products to a broad range of investors, helping them achieve their financial goals in an increasingly complex investment environment.
Our firm’s conviction in telling the low-correlation investment story is a powerful driving force. Even our name, LoCorr, reflects our focus and belief in the importance of these strategies for a healthy portfolio.
Why LoCorr Funds
Low-Correlation Specialists
Exclusively focused on delivering solutions with low correlation to traditional investments for 20 years.
Expertise in Blending Strategies (Sleeves)
Partner with clients to combine low-correlation strategies to target specific investing outcomes, and improve a portfolio’s risk/return profile.
Diversification for the Long Run
Help long-term investors enhance portfolio diversification in an increasingly correlated investing environment.
Multi-Manager Approach
Dedicated to collaborating with a diverse group of world-class managers with innovative investment processes and extensive track records.
Ongoing Research and Due Diligence
Rigorous analysis of all investment managers, sub-advisers, and LoCorr Funds through constant investment, operational, and risk monitoring.
Client Service, Education and Support
Consultative approach focuses on education and training and providing unparalleled levels of service and support to our clients.
Real Managers with Real Track Records
We are dedicated to collaborating with great managers.
By offering access to distinguished institutional money managers with extensive track records, we help provide exposure to innovative investment processes, strong investment selections, systematic buy and sell disciplines, targeted fundamental research, thorough market intelligence, and extensive industry experience.
Our deep research background and collaboration with these managers helps us bring carefully crafted, low-correlation products to market that seek to lower portfolio volatility and provide the potential to profit in both up and down markets. Our partners include:
Specialists in Combining Low-Correlation Strategies
Allocating to a single low-correlation strategy can be an effective way to diversify a portfolio. But in our experience, advisors finding the most success construct an alternative “sleeve” by allocating to a mix of complementary low-correlation strategies.
Specifically, low-correlating strategies can be combined to increase the likelihood of achieving multiple investor-centric goals, such as inflation protection, volatility and risk management, equity risk diversification, or producing additional sources of income or returns. For better portfolio outcomes, we believe that the proper methodology for building a low-correlation sleeve is to combine two or three strategies that don’t correlate to each other and don’t correlate to stocks or bonds.
Let us help you design an optimal mix of strategies based on investor goals
Our experienced team has been working with clients for 20 years to help construct low-correlating sleeves based on unique investor needs. To learn more, contact us, or explore some of our Blended Solutions here.
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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