Lasko von Loesch

LLB-AM is a medium- to long-term, value-oriented manager which invests globally in mature equity and bond markets. Their investment approach emphasizes strategic asset structuring, securities selection and portfolio construction. Most of their investments are in European and North American equity. The firm follows a top-down investment approach based on macroeconomic fundamental research. Research is predominantly conducted in-house. Additional coverage of secondary and parallel markets is outsourced. LLB-AM seeks to identify short-term cyclical changes as well as longer-term structural macroeconomic developments and political environments likely to generate growth. They manage diversified portfolios to which they apply a quantitative risk measurement overlay.