Lake Partners

About

About

Lake Partners is an experienced alternatives investor that aims to deliver lower volatility, long-term total returns by investing in mutual funds of alternative strategies.

AMG Funds From This Firm

ALSNX

Lake Partners LASSO Alternatives Fund

Seeks to provide long-term total return with reduced correlation to the conventional stock and bond markets by investing in mutual funds that use alternative or hedging strategies.

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Approach & Philosophy

Philosophy and Approach

Our Philosophy

Lake Partners believes that it is just as important to manage risk as it is to aim for returns. Preserving capital is the first step to growing capital, so controlling portfolio volatility and drawdowns can help improve compound rates of return and long-term results.

Our Approach

Lake Partners' comprehensive approach includes:

  • Well-defined risk parameters that serve as the foundation for portfolio construction and allocations
  • Identifying liquid, regulated alternative investment opportunities based on both top-down views, as well as strategy and manager considerations
  • Careful manager selection based on a combination of quantitative and qualitative analysis along with thorough due diligence

Fund Managers

Fund Managers

Frederick C. Lake

Co-Chairman

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Ronald A. Lake

Co-Chairman and President

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Insights

Insights

4 Things to Know About Estate Tax

Federal estate tax can be an overly complex issue that investors need to pay close attention to. Estates grow, laws change and so investors need to ensure that they have a long-term view and plan in case the tax becomes relevant to them.
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Laying a Bigger Nest Egg

The current investment environment makes retirement nest eggs less effective than many retirees had hoped. Understanding potential retirement income shortfalls is a critical first step. The hard part–developing a plan to avoid that shortfall–comes next.
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The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle

As people live longer and healthier lives, retirement income and distribution strategies require a flexible approach that provides for changing needs over time.
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