LightEdge Asset Management is an independent investment firm
managing liquid open ended Hedge Funds focused on generating absolute returns through
disciplined, research-driven strategies designed for a rapidly changing market
Dynamic shifts demand flexibility; LightEdge identifies opportunities and limits downside risk.
We begin by identifying long-term secular trends and shorter-term market dislocations driven by microeconomic, macroeconomic, technological, and policy developments.
We actively manage exposures, adjusting positions as new information emerges and market dynamics shift with interoperable long and short positions
Risk control is integrated throughout the process, with a strong focus on capital preservation during periods of heightened volatility including timed gold allocations
Our goal is not to predict markets, but to remain prepared for outcomes.
While equities remain a core focus, LightEdge strategies invests with a macro overlay across asset classes in risk-adjusted opportunities
Primary Areas of Focus
Learn more about LightEdge Asset Management’s (LEAM) investment philosophy, approach, and alignment with investors. These answers provide clarity on how we pursue non-correlated absolute returns in an increasingly complex and rapidly changing global market.
1. What makes LightEdge Asset Management (LEAM) different from traditional asset managers?
LightEdge Asset Management is built to operate outside of benchmarks. We focus on non-correlated absolute returns by combining deep fundamental research with an awareness of macro, secular, cyclical, and complemented by tactical event-driven trading.
2. What type of investment approach does LEAM follow?
LEAM follows an actively managed absolute-return framework. We pair high-conviction theme investments with shorter-term, event-driven opportunities to diversify return streams and manage risk across market environments.
3. Does LEAM focus on specific asset classes?
LEAM is investing 70% equities, 20% commodities, 10% indices.
In an era defined by uncertainty, we believe disciplined, flexible investing offers a meaningful edge.