PEOPLE, PROCESS, PERFORMANCE ™️

Successful investing demands patience and persistence.

Minimize downside risk, buy mispriced cash flows and reduce costs.

ABOUT US

Process driven investing that works for you.

Process driven investing that works for you.

We are highly disciplined long-term investors. We apply a consistent investment philosophy that combines behavioral finance with rigorous fundamental oversight. After identifying stocks trading at significant discounts or premiums to intrinsic value we wait for the variance between price and value to close. Our hallmark traits are discipline, high levels of active share, low turnover and tax efficiency.

THE TEAM
WHO WE ARE
OUR PROCESS

WHAT WE OFFER

A range of competitive US Equity solutions

Best in class products across a range of US Equity Strategies

Through a variety of vehicles L2 offers services to Individuals, High Net Worth Individuals, Corporations, Corporate Retirement Plans, Public Retirement Plans, Taft-Hartley Plans, Tax Exempt Institutions, Endowments and Foundations

WHY CHOOSE US?

Seamless Integration of Quantitative and Fundamental Processes

L2 systematically exploits the behavioral errors that have plagued investors for centuries in low cost, low-turnover and tax efficient vehicles. We bring world class integration of quantitative and fundamental processes.

0%
Employee owned and SEC registered
0+
Years established

TALK TO US

Get in touch with a Portfolio Specialist

  • Office

303 Wyman St Suite 300 Waltham, MA 02451

  • Contact

One-on-One with a Portfolio Specialist
Learn More About our Solutions

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