As the educational arm of Little Harbor Advisors, LLC (LHA), Little Harbor Research helps financial advisors, investors, and portfolio managers explore the world of quantitative investment techniques.
Jeff Landle is the Chief Investment Officer at LHA and Portfolio Manager of the LHA Market State Tactical U.S. Equity ETF (Ticker Symbol: MSUS). As an investment professional, Mr. Landle has been involved with hedge funds and private equity for nearly 25 years. He was a founding principal of HARDT GROUP, a Senior Vice President and Head of Marketable Alternative Investments at Commonfund where he oversaw a series of hedge funds a senior investment professional at Blackstone Alternative Asset Management, and Managing Director and Chief Investment Officer of HVB Alternative Advisers Inc. in New York where he also served as Chairman of the firm's Investment Management Committee.
Mr. Landle was an early adopter and innovator of seeding and direct investing in hedge funds and is a frequent speaker and commentator on the industry. He has a BS in Finance from St. John’s University, an MBA from NYU and is a Chartered Financial Analyst.
Moses Grader leads LHA's platform operations and portfolio assessment; he is also a member of the Investment Committee. Mr. Grader was a Managing Principal of the General Partner to several private equity and hedge fund partnerships and led the operational and analytics teams responsible for investment analysis, manager selection, and oversight. Prior to that, Mr. Grader was a Principal at Radius Capital Partners, LLC, which is a private equity Merchant Banking firm that he helped launch. Prior to Radius, Mr. Grader was a Senior Associate at Comdisco Ventures and a venture capitalist at MassVentures where he led equity investments.
In his early career, Mr. Grader was a Senior Consultant at Price Waterhouse. He also served for three years in the United States Marine Corps as an infantry officer, retiring with the rank of Captain. Mr. Grader has an MBA from Harvard Business School and an MA in International Economics from The Fletcher School of Law and Diplomacy at Tufts University.
Rick Roche is a Managing Director at Little Harbor Advisors, LLC and a 37-year financial services industry veteran. Mr. Roche’s career achievements include: Financial Adviser at Kidder, Peabody & Co. and at Smith Barney, as well as National Sales Manager at Fortis and at New England Financial. He earned a Chartered Alternative Investment Analyst (CAIA) designation in 2014 and holds Series 3, 7, 63 and 65 licenses.
Since 1991, Mr. Roche has provided consulting services to major financial companies and personally trained thousands of financial sales professionals in customer loyalty marketing, capital market trends and investor behavior. He is a member of the Society of Quantitative Analysts and a compulsive counter—he is viewed as a “Light Quant/Analytical Translator” (i.e. an individual knowledgeable about AI and Big Data used in quantitative investment models). From 1977 to 1980, Mr. Roche served two terms in the Massachusetts Legislature representing Springfield, Massachusetts.
Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV, and are not individually redeemed from the ETF. Brokerage commissions will reduce returns. There is no guarantee any strategy will achieve its stated objective. It is not possible to invest directly in an index. This information is not intended as a solicitation to buy or sell an interest in any investment fund or for the provision of any investment management or advisory services.
Please refer to the Prospectus for the particular fund for important information, including the fund’s objectives, risks, charges, and expenses. Read and consider the Prospectus and related documents carefully before investing. You may obtain a hard copy of the Prospectus by visiting www.lhafunds.com or by calling Little Harbor Advisors, LLC at 781.639.3000 (ext.147).
Little Harbor sponsors and hosts webinars with prominent guest speakers on subjects ranging from the educational to the controversial.
Check back frequently for events scheduled in your area.