LoCorr Strategic Allocation Fund Class I (LSAIX)

Overview

The fund described operates as a diversified investment vehicle aiming to meet its investment objectives through a multi-strategy approach. These strategies encompass Managed Futures Strategy, Equity Strategy, and Fixed Income Strategy. The fund's operations are guided by an Advisory team that not only focuses on pursuing the fund’s investment objectives but also places a strong emphasis on employing a rigorous investment and risk management process. This multifaceted approach allows the fund to navigate different market conditions and leverage opportunities across various asset classes.

Products and Services

• Managed Futures Strategy

  This strategy involves leveraging futures contracts on physical commodities, currencies, interest rates, and market indices. The Managed Futures Strategy aims to capitalize on the trends and mitigate risks in various futures markets, employing systematic, quantitative methods to inform buying and selling decisions. This approach helps in diversifying the fund’s portfolio by incorporating assets that have the potential to perform independently of traditional stock and bond markets.

• Equity Strategy

  The Equity Strategy focuses on investing in a broad range of equities across different sectors and geographies. By actively selecting stocks, the fund seeks to generate alpha and outperform its benchmarks. The strategy is built on thorough market analysis, evaluation of company fundamentals, and a keen understanding of macroeconomic factors that could influence stock prices. This strategy aims to capture growth opportunities in the equity markets while managing risk through diversification and tactical adjustments based on market conditions.

• Fixed Income Strategy

  Under the Fixed Income Strategy, the fund invests in a variety of debt securities including government bonds, corporate bonds, and credit instruments. The objective is to generate stable returns through interest income, while also benefiting from potential price appreciation in the fixed income markets. By employing an active management approach, the fund seeks to identify undervalued securities, assess credit risk, and adjust the portfolio’s duration based on interest rate outlooks. This strategy aims to provide investors with regular income and lower volatility compared to equities.