Discover the disciplined, research-driven approach that powers our investment decisions and delivers consistent results for our clients.
At Lachaise Investment Fund, our methodology combines rigorous fundamental analysis with disciplined portfolio construction and continuous risk management.
Deep analysis of financials, competitive position, management quality, and industry dynamics.
Strategic allocation based on risk tolerance, time horizon, and market opportunities.
Comprehensive framework to identify, measure, and mitigate portfolio risks.
Continuous monitoring and evaluation to ensure alignment with client objectives.
A rigorous, multi-step process for identifying investment opportunities
Screening global markets using quantitative filters and qualitative insights
Deep dive into financials, competitive position, and management quality
Applying multiple valuation models to determine intrinsic value
Direct engagement with company leadership teams
Analyzing competitive dynamics and industry trends
Developing a clear rationale for potential investment
Our investment selection process focuses on identifying high-quality businesses with sustainable competitive advantages. We evaluate potential investments using our proprietary quality framework:
Robust balance sheets, strong cash flow generation, and sustainable profitability metrics. We look for companies with:
Sustainable moats, pricing power, and leadership in their markets. We evaluate:
Proven track record, shareholder alignment, and sound capital allocation. We assess:
Strong environmental, social, and governance practices. We analyze:
A disciplined approach to building and managing client portfolios
We focus on multi-year investment horizons, avoiding short-term market noise.
We invest in businesses with sustainable competitive advantages and strong financials.
We pay careful attention to price, investing with a margin of safety.
Risk assessment is integral to every investment decision we make.
Our strategic asset allocation is based on:
We use Monte Carlo simulations to test portfolio resilience under various market scenarios.
Proactive identification and mitigation of portfolio risks
Our comprehensive risk management process addresses potential threats at multiple levels:
We continuously monitor portfolios using advanced risk metrics:
We measure success through multiple performance dimensions:
5-year net return for balanced portfolios
Risk-adjusted performance measure
Worst peak-to-trough decline (2020)
Of relevant benchmarks since inception
| Strategy | 3-Year Return | 5-Year Return | Risk Score |
|---|---|---|---|
| Lachaise Global Equity | 9.8% | 12.1% | Medium |
| Lachaise Balanced | 7.2% | 9.4% | Medium-Low |
| Lachaise Fixed Income | 4.3% | 5.1% | Low |
| Market Benchmark | 6.7% | 8.2% | Medium |
Performance data net of fees as of 12/31/2022
Clear, comprehensive reporting that keeps clients informed
Detailed breakdown of asset allocation, sector exposure, and performance attribution.
Reports tailored to your specific investment objectives and preferences.
24/7 access to portfolio information through our secure client portal.
Comprehensive performance reviews with your dedicated portfolio manager.
We adhere to the highest global standards for performance reporting:
Global Investment Performance Standards
Compliance with U.S. and Luxembourg financial authorities
Annual audits by third-party accounting firms
Clear disclosure of all management fees and expenses
We regularly review and enhance our methodology based on:
Schedule a consultation to learn how our disciplined methodology can help achieve your financial goals.