los-angeles-capital-management-llc

Company Overview

Los Angeles Capital Management LLC (LACM) is a distinguished global quantitative equity manager, known for its innovative approach to dynamic equity management. Established in 2002, LACM specializes in forecasting returns and risks on equity securities globally, designing customized portfolios that cater to diverse investor needs. The firm utilizes proprietary models, such as the Dynamic Alpha Stock Selection Model®, to create adaptable and efficient equity portfolios.

Headquarters and Contact Information

• Location: 11150 Santa Monica Blvd., Suite 200, Los Angeles, CA 90025

• Phone: 310.479.9998

• Website: [lacapm.com](https://lacapm.com/)

Key Personnel

• Daniel E. Allen, CFA

• Role: CEO & President

• Responsibilities: Implements business plans, focuses on Diversity, Equity & Inclusion, ESG initiatives, and technology. Senior member of Portfolio Management, managing global equity applications and client relations.

• Experience: Former Senior Managing Director and Board member at Wilshire Associates.

• Education: BBA from Pacific Lutheran University (1982); MBA from the University of Chicago Booth School of Business (1991).

• Hal W. Reynolds, CFA

• Role: Co-Chief Investment Officer

• Responsibilities: Oversees investment process, chairs the Investment Committee, collaborates on developing models and research goals.

• Experience: Ex-Chief Investment Officer at Wilshire Asset Management.

• Education: BA from University of Virginia (1980); MBA from University of Pittsburgh (1982).

• Tom Stevens, CFA

• Role: Chairman

• Responsibilities: Strategic direction and senior portfolio management.

• Education: Graduate of the Wisconsin School of Business.

Investment Strategies

Los Angeles Capital offers a robust portfolio of equity strategies, including Global Equity, U.S. Equity, and Non-U.S. Equity, aimed at institutional clients globally. These strategies emphasize investment in high-quality companies poised for sustainable cash flow and secular growth.

Recent Developments

• Managing around $30.9 billion in assets for global institutional clients.

• Actively engaged in dynamic asset management, reflecting changes in investment positions, acquisitions, and divestitures.

Technological & Ethical Focus

LACM is dedicated to responsible investing, with a focus on ESG criteria integration within its investment strategies. Governed by the Responsible Investment Solutions Committee, LACM aims for sustainable financial practices and ethical governance.

For more information on their strategies or career opportunities, visit their [official website](https://lacapm.com/).

Competitor Profiling for Los Angeles Capital Management LLC

Company Overview

Los Angeles Capital Management LLC operates in a competitive investment management landscape, leveraging systematic and data-driven strategies.

Competitors

Key competitors include major asset management firms and strategic consultancy organizations:

• Fidelity Investments, BlackRock, Vanguard, T. Rowe Price, and MFS, strong competitors in asset management.

• Parthenon, Northstar Capital, and Serent Capital, identified as challengers in investment management.

• Sit Investment Associates, WisdomTree, and Morgan Creek Capital Management, contributing to the competition within financial services.

Competitor Profiles

• EY-Parthenon

• A strategic consultancy under Ernst & Young, offering corporate, transaction, and turnaround strategies with a focus on digital transformation and analytics.

• Northstar Capital

• Based in Minneapolis, established in 1993, specializing in lower middle market financing and equity co-investments, managing over $1.9 billion.

• Serent Capital

• A San Francisco-based private equity firm (founded in 2008), specializing in high-growth technology and service businesses, focusing on founder-led companies.

• Sit Investment Associates

• A minority-owned, employee-owned firm in Minneapolis, established in 1981, offering diverse investment services in equity and fixed income sectors.

• WisdomTree

• A global financial innovator focusing on exchange-traded products (ETPs), utilizing technologies like tokenization and blockchain for enhanced client offerings.