OUR PROCESS
The portfolio construction process is designed to integrate selection, asset allocation and risk management to deliver customized solutions to every client.
We utilize a universe of conviction ranked and approved entrepreneurial investment managers, typically with AUM of $2 billion or less.
OUR PRODUCTS
Every Legato product represents the solution to a discrete client challenge.
Funded Strategies:
Small Cap Core
Small Cap Growth
Micro Cap Core
Large Cap Core
Emerging Markets
Our Manger Expectations
1. A disciplined and repeatable investment process.
2. An organizational structure that supports the investment process.
3. A talented and dedicated team.
4. An entrepreneurial culture.
5. An ability and willingness to take calculated risks.
ENVIRONMENTAL, SOCIAL AND GOVERNANCE (“ESG”)
As a firm, Legato Capital Management, LLC believes that attention to material environmental, social and governance (“ESG”) characteristics can serve as a valuable tool in preserving quality long-term investment returns and downside risk mitigation.
Legato commits to incorporate material ESG issues in the course of its due diligence process and in the monitoring of portfolio investments. For the purpose of our ESG policy, “material” ESG issues are defined by impactful characteristics that have the potential to erode economic value.
Legato strives to deliver consistent long-term risk-adjusted performance by integrating ESG analysis into the qualitative and quantitative components of our investment process.
Legato’s Investment Team is primarily responsible for ensuring that ESG analysis is integrated into the investment decision-making process.
Responsibilities include, but are not limited to, universe identification, manager research, manager selection, and ongoing monitoring and due diligence. The Investment Committee, led by Diana D. Tamhankar, Chief Investment Strategist, is responsible for facilitating the implementation of this policy and for maintaining and updating the policy to ensure its continued relevance.
