CAPABILITIES

INVESTMENT SOLUTIONS

Products & Strategies

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L2 Asset Management, LLC (“L2”), is an SEC-registered investment advisory firm offering clients a wide range of equity investment products and solutions via pooled vehicles and separately managed accounts.

SMA

  • Launched December 2013
  • Seeks to outperform the S&P500 over a full market cycle
  • Carries a significant value tilt
  • Used by allocators with core and value mandates
  • High conviction 40 stock portfolio
  • Launched March 2021
  • Seeks to outperform the S&P400 MidCap Index

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ESG Mutual Funds

  • Knights of Columbus Long/Short Equity Fund, L2 is a sub-advisor
  • Knights of Columbus U.S. All Cap Index Fund, L2 is a sub-advisor

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Private Funds

  • Market Neutral Long/Short Equity
  • Long/Short Equity
  • Contact info@l2asset.com for more information

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  • Office

303 Wyman St Suite 300 Waltham, MA 02451

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