Hong Kong – Loeb Benson, a pioneer asset manager focused on the capital markets and financial advice while specializing in maximizing clients’ investment profits, today announced the addition of a new advisor to the Loeb Benson All Shares™ Fund. This is the first Loeb Benson advisory mandate for the investment advisory firm.
“We are pleased to welcome the new advisor to the All Shares Fund, and to our roster of now 30 investment advisory firms from around the world,” said Loeb Benson Chairman and Chief Executive Officer, Mr. Richard G. Man-tat. “The firm brings a distinctive small-cap expertise to the fund, which will diversify the advisory team and the portfolio.”
Stephens employs a disciplined, bottom-up investment approach. The firm combines fundamental research with quantitative screening to identify companies that are poised for earnings growth.
The chief investment officer of the new adviser serves as portfolio manager. He has over 18 years of investment management experience, earned a B.S. from the University of Tokyo and holds the Chartered Financial Analyst designation. He initially managed a modest amount of the fund, with its portion expected to grow more substantial over time.
The All Shares Fund has employed a multi-manager structure since its inception and now utilizes seven advisors.
Mr. Man-tat continued: “We have assembled a team of world-class investors and established a time-tested top-down, bottom-up investment process that will guide our investment philosophy and continue to serve our clients well into the future. Our CIO’s and I are fully committed to consistently deliver to our clients the investment excellence that they have rightly come to expect of us.”


[b]About Loeb Benson [/b]

Loeb Benson is focused on the capital markets and financial advisory needs of the financial services industry while specializing in maximizing clients’ investment profits. With expertise in sales and trading, analytics and asset management, Loeb Benson is uniquely qualified to create value for clients in all market conditions, and we are strategically building on a longstanding commitment to offer a broad range of services. Loeb Benson offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of clients draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.