Lilliothea Investment Management, LLC
Lilliothea Investment Management, LLC, based in Boston, Massachusetts, is an independent specialty investment manager with a focus on exceptional opportunities, primarily in U.S. equities. The firm's objective is to generate significant returns while maintaining tight risk controls, emphasizing both conceptual investing and trading. We seek equities with significantly improving earnings growth and superior technical characteristics, and when appropriate, employ the strategic use of financial derivatives for hedging and risk mitigation.
The investment philosophy is a top down (industry focused) and bottom up (company specific) approach to identify companies with above average earnings improvement potential. Using concentrated stock positions within a thematic based investment strategy, Lilliothea is able to utilize intellectual flexibility to maximize capital appreciation while minimizing downside risk.
We seek to generate superior risk-adjusted returns for our clients by applying our collective skills and experience rather than relying solely on market conditions. Lilliothea’s strategy is to seek to provide significant absolute returns that are independent of world equity markets. The strategy invests in long and short stock positions primarily in the United States and remains fully invested and market neutral.
Proprietary Research & Objective
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Lilliothea’s strategy seeks to provide significant absolute returns that are independent of world equity markets. The strategy invests in long and short stock positions primarily in U.S. and will attempt to remain fully invested and market neutral.
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We seek to preserve capital, outperform broad equity market returns with reduced risk, while maintaining lower correlation to traditional markets over a market cycle.
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We endeavor to find significantly mispriced securities based on fundamental value and uncover these opportunities through proprietary research. |
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