Lear Investment Management Earns Coveted Five-Star Manager Recognition From Morningstar
- Firm Recognized with Highest Rating in Tactical Allocation Strategy -
Jan 09, 2019, 09:00 ET
DALLAS, Jan. 9, 2019 /PRNewswire/ -- Lear Investment Management ("Lear"), a Dallas based investment advisor focused on portfolio management, research, and a superior client experience, today announced that Morningstar has rewarded the Firm's performance with a 5-star rating (out of 5) in the Tactical Allocation strategy for Separately Managed Accounts. In doing so, Lear joins exclusive company, as only the top 5% of all managers are awarded Morningstar's 5-star rating.
Morningstar, the leading independent investment service, classifies Lear's investing strategy as, "tactically allocating capital among a diverse range of trading strategies and markets, wherever opportunity is perceived."
Lear Managing Partner Rick Lear commented, "We are honored to earn this top-tier recognition from Morningstar, which affirms our ability to act wisely, prudently and opportunistically across the globe to maximize returns within defined risk parameters. In the year ahead, we look forward to continuing to invest in the talent, processes, and growth in our relentless effort to help ensure our clients, partners and employees achieve meaning, purpose and prosperity."
About Lear Investment Management
The Lear Investment Management team is comprised of research-driven experts oriented around creative intelligence gathering and an investment process that balances: (1) quantitative analysis; (2) rigorous fundamental research grounded in capitalizing on global economic trends; and (3) keen attention to risk management. The vast experience of the research team, coupled with its differentiated investment process, facilitates Lear's ability to develop – and act upon – a global investment thesis. The Firm's clients include select individuals, families and foundations. Lear also serves as a sub-advisor to financial advisors seeking an investment manager with Lear's investment capabilities.
For more information, please visit www.learim.com.
Contact
Lear Investment Management
Holly Williams, Operations Manager
holly@learim.com
214-445-5900
Investment Advisory Services offered through Lear Investment Management, an SEC registered investment adviser.
SOURCE Lear Investment Management
Share this article