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.

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.

We’re in the Moneyball Business, Not the Crystal Ball Business

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.

100%

Employee owned and
SEC registered

10+

Years established

WHAT WE OFFER

A range of competitive US Equity solutions

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

Get in touch with a Portfolio Specialist

Learn More About
our Solutions

Please fill out the form below and a portfolio specialist will reach out to you within one business day.