Lighthouse Partners stands as a prominent investment management firm, offering a global multi-manager platform that strategically deploys capital across a diverse set of portfolio manager teams. These teams specialize in relative value, fundamental, and quantitative equity strategies. Lighthouse Partners distinguishes itself by partnering with sector and regional specialists who possess in-depth expertise within defined security universes. This focus allows them to leverage their specialization to pursue sustainable, long-term alpha generation. The core objective of Lighthouse Partners is to effectively manage the combined expertise of their Portfolio Manager Teams, aiming for high-quality returns through idiosyncratic risk, minimizing dependence on broader market trends.
Image alt text: Mission Crest Capital logo, representing one of Lighthouse Partners’ investment platforms.
Lighthouse Partners’ platform encompasses a variety of specialized investment vehicles, each designed to capitalize on specific market opportunities and strategies. These platforms operate under the guiding principles of Lighthouse Partners, benefiting from their established infrastructure and expertise. Below are key platforms within the Lighthouse Partners ecosystem:
North Rock Capital: Equity-Focused Expertise within Lighthouse Partners
North Rock Capital, an integral part of Lighthouse Partners, operates as an investment management firm grounded in a global multi-manager platform. It strategically allocates capital across a diverse range of portfolio manager teams specializing in relative value, fundamental, and quantitative equity strategies. North Rock, under the Lighthouse Partners umbrella, prioritizes collaborations with sector and regional experts. These specialists bring profound experience in specific security areas, utilizing their focused expertise to achieve consistent, long-term alpha. North Rock’s primary goal, aligned with Lighthouse Partners’ vision, is to leverage the collective strengths of its PM Teams to generate superior returns through idiosyncratic risk management, effectively navigating market fluctuations. For more detailed information about North Rock, please visit North Rock LLC.
Mission Crest Capital: Global Macro Strategies at Lighthouse Partners
Launched in 2019, Mission Crest Capital represents Lighthouse Partners’ foray into global macro investment strategies. This global multi-manager platform strategically invests in both long and short positions across a spectrum of asset classes, including commodities, currencies, equity indices, and fixed income. Its reach extends globally, encompassing both developed and emerging markets. Mission Crest’s inception was a natural progression of Lighthouse’s extensive background in global macro and CTA (Commodity Trading Advisor) investing. It leverages Lighthouse’s established capabilities in sourcing trading talent and its robust operational infrastructure.
Pier61: Climate and Energy Transition Investments with Lighthouse Partners
Pier61, established in 2022 by Lighthouse Partners, is a specialized multi-manager investment platform focusing on the burgeoning opportunities within climate and energy transition sectors. It strategically invests across commodities, environmental markets, equities, and insurance-linked securities, all within the context of climate change and the global energy transition. Pier61 exemplifies Lighthouse Partners’ commitment to adapting to evolving market landscapes and capitalizing on future-oriented investment themes.
Penglai Peak: Asia-Focused Equity Platform within Lighthouse Partners
Also launched in 2022, Penglai Peak is Lighthouse Partners’ multi-manager investment platform dedicated to the Asian market, with a current emphasis on Japan. The strategy employs a low-net equity approach, utilizing various methodologies such as active engagement with company management and in-depth fundamental analysis. Penglai Peak demonstrates Lighthouse Partners’ strategic expansion into key global markets and its ability to tailor investment platforms to specific regional opportunities. While currently focused on Japan, Penglai Peak holds the potential for future expansion into other Asian regions, further solidifying Lighthouse Partners’ global footprint.
Image alt text: Penglai Peak logo, representing Lighthouse Partners’ Asia-focused investment platform.
Global Equities: Foundational Equity Strategies at Lighthouse Partners
Lighthouse Partners’ global equity investment platform represents the firm’s historical roots, dating back to its inception. This platform concentrates on fundamental long/short equity strategies, utilizing both sector and regional specialists, as well as quantitative equity strategies. The primary objective is to generate returns primarily through astute stock selection (alpha), aiming for performance largely independent of macroeconomic factors and overall market direction. This platform underscores Lighthouse Partners’ long-standing expertise in equity markets.
Opportunistic Investments: Flexible Strategies within Lighthouse Partners
Since 1999, Lighthouse Partners’ opportunistic investment platform has dynamically adapted to diverse market environments and economic cycles. Its core strategies encompass credit, event-driven situations, equity capital markets, and fixed income. This platform highlights Lighthouse Partners’ agility and ability to navigate varying market conditions, seeking out unique investment opportunities across different asset classes.
Image alt text: Lighthouse Partners logo, representing the overarching investment management firm.
Important Disclaimer: Strategy objectives are intended solely as guidelines for assessing and monitoring strategy performance. They are not predictive forecasts or guarantees of future results. Objectives represent targets based on forward-looking expectations, do not reflect actual performance, and are subject to change. There is no assurance that any strategy will achieve or resemble these objectives.
